Unclaimed
Yesica Lemus is an investment advisor representative with Cetera Investment Advisers LLC. Yesica Lemus is registered with the state of California as an Investment Advisor Representative and a Securities Agent. Yesica Lemus has been in the financial services industry since September 2016 and has been with Cetera Investment Advisers LLC since October 2019. She previously worked at Foresters Financial Services, Inc. from July 2016 to June 2019.
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.
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.
1
2
CA
01/24/2023 - Present
Cetera Investment Advisers LLC (PASADENA CA)
CA
09/22/2016 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)
IA
Issued 10/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/2/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yesica Lemus is the right advisor for you? Invested Better is here to help.