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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yisel? Claim Your ProfileYisel Sanchez Pena is a financial advisor with Fidelity Personal and Workplace Advisors, a large firm with over 14,000 investment advisor representatives and $818.78 billion in assets under management. Yisel is registered in Kentucky and has been actively working in the industry since 2021. She specializes in financial planning, portfolio management for individuals and businesses, and offers educational seminars. Yisel is also registered to provide investment advisory services in Kentucky.
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.
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.
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KY
07/25/2023 - Present
Fidelity Personal AND Workplace Advisors (LOUISVILLE KY)
KY
03/01/2021 - 07/05/2023
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
IA
Issued 08/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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