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Yesenia Realejo

Tobias Financial Advisors

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About Yesenia Realejo

Yesenia Realejo is a financial advisor with Tobias Financial Advisors. Yesenia Realejo is a registered investment advisor in Florida and Texas and has been in the industry since 2015. Yesenia Realejo holds the Series 66 and Series 7 licenses and the SIE exam. Yesenia Realejo also holds the Certified Financial Planner designation. Yesenia Realejo provides financial planning and portfolio management services to individuals and businesses, and specializes in retirement planning. Tobias Financial Advisors is a firm that specializes in providing financial advice to high-net-worth individuals and businesses. They are located in Plantation, Florida and have a total of $756,160,000 in assets under management.

Firm Information

Yesenia Realejo is currently registered with Tobias Financial Advisors. Tobias Financial Advisors, based in Plantation, FL, is an investment advisory firm specializing in financial planning and portfolio management for individuals and high-net-worth individuals. The firm also provides retirement plan advisory services. Tobias Financial Advisors has over $756 million in regulatory assets under management.
Tobias Financial Advisors

1000 S. PINE ISLAND ROAD

PLANTATION, FL 33324

$756.16M

Assets Under Management

8

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan advisory service

Retirement plan advisory service

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yesenia Realejo’s Registration & Firm History

FL

10/23/2018 - Present

Tobias Financial Advisors (PLANTATION FL)

FL

09/11/2015 - 03/30/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 11/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yesenia Realejo.
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