Unclaimed
Yenifer Valeria Yanez santoyo is a Registered Representative of Pensionmark Securities, LLC. Yenifer has been in the financial industry for over 3 years. Yenifer has passed the Series 63, Series 6TO and the SIE exam and holds registrations in California and Florida. Yenifer previously worked at NYLIFE Securities LLC in Frisco, 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.
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.
1
2
CA
11/09/2022 - Present
Pensionmark Securities, LLC (Santa Barbara CA)
TX
11/04/2019 - 11/09/2022
NYLIFE SECURITIES LLC (FRISCO TX)
BC
Issued 01/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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