Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yelena? Claim Your ProfileYelena Schubert is an Investment Advisor Representative registered with the state of Arizona and Washington. She is currently employed by Smead Capital Management, Inc., where she has been working since July 2016. Yelena holds a Series 65 license which she earned in July 2008. Yelena works in Phoenix, Arizona, and has been in the industry since August 2014. Yelena has experience in managing portfolios for individuals, businesses, investment companies and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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AZ
07/26/2016 - Present
Smead Capital Management, Inc. (PHOENIX AZ)
IA
Issued 07/19/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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