Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yesbelt? Claim Your ProfileYesbelt Fernandez is a financial advisor with Wells Fargo Clearing Services, LLC. Yesbelt has been in the industry since 2004. Yesbelt is registered in New York. Yesbelt has previously worked at J.P. MORGAN SECURITIES LLC, HSBC SECURITIES (USA) INC., CITIGROUP GLOBAL MARKETS INC., CHASE INVESTMENT SERVICES CORP., JANNEY MONTGOMERY SCOTT LLC, and CORINTHIAN PARTNERS, L.L.C.. Yesbelt has passed the Series 63, Series 66, Series 7, and SIE exams.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
09/21/2022 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
01/10/2022 - 08/17/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/19/2010 - 12/03/2019
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
08/26/2005 - 07/27/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IL
06/07/2004 - 08/16/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
PA
08/14/2001 - 07/01/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
12/01/2000 - 05/16/2001
CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)
BOTH
Issued 01/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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