Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yelena? Claim Your ProfileYelena Vayner is a registered investment advisor representative with Capital Group Private Client Services, Inc., located in Los Angeles, California. Yelena has been in the securities industry since March 2018, and previously worked with Wells Fargo Clearing Services, LLC in Beverly Hills, California. Yelena is licensed to provide advisory services in California, Georgia, Illinois, Nevada, New York, and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
CA
03/16/2018 - 02/16/2021
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
BOTH
Issued 05/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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