Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yesid? Claim Your ProfileYesid Bautista is a financial professional with over 20 years of experience in the industry. He is currently registered with Equitable Advisors, LLC. Yesid has a broad range of experience having previously worked with MetLife Securities Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, Computershare Securities Corporation, E*TRADE Professional Trading, LLC, Assent LLC, A.B. Watley, Inc., Datek Online Financial Services LLC, and Datek Online Brokerage Services LLC.
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
NY
11/12/2013 - Present
Equitable Advisors, LLC (NEW YORK NY)
NJ
05/16/2006 - 10/24/2013
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
05/16/2006 - 10/24/2013
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
05/16/2006 - 09/04/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
05/16/2006 - 09/04/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
03/28/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
IL
07/15/2004 - 03/17/2006
COMPUTERSHARE SECURITIES CORPORATION (CHICAGO IL)
NY
12/03/2003 - 04/13/2004
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
IL
10/02/2003 - 11/17/2003
ASSENT LLC (BOLINGBROOK IL)
NY
01/10/2003 - 09/18/2003
A.B. WATLEY, INC. (NEW YORK NY)
NJ
06/30/2001 - 09/25/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
12/01/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2014
Series 4 - Registered Options Principal Examination
BC
Issued 03/26/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Yesid Bautista is the right advisor for you? Invested Better is here to help.
