Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yemil? Claim Your ProfileYemil Aponte is a financial advisor at Fidelity Personal and Workplace Advisors. Yemil has over eight years of experience in the financial services industry. Previously, Yemil was a financial advisor at Wells Fargo Clearing Services, LLC. Yemil is registered to provide investment advice in 52 states, as well as Puerto Rico. Yemil holds a Series 6, Series 7, Series 63, and Series 66 license. Yemil's specializations include retirement planning, college savings, and investment management. Yemil is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
02/17/2022 - Present
Fidelity Personal AND Workplace Advisors (RIVERSIDE CA)
CA
03/07/2018 - 03/25/2021
WELLS FARGO CLEARING SERVICES, LLC (RIVERSIDE CA)
BOTH
Issued 02/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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