Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yocari? Claim Your ProfileYocari Lara is a registered representative with Western International Securities, Inc., which is based in Pasadena, CA. Yocari is a financial professional with experience in wealth management, consulting, planning, and insurance services. Yocari has been a registered representative since 2012. Yocari is licensed to sell securities in Connecticut, New Jersey, and New York.
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.
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2
NY
07/18/2021 - Present
Western International Securities, Inc. (Massapequa NY)
NY
09/28/2016 - 12/21/2017
SW FINANCIAL (MELVILLE NY)
NY
10/18/2013 - 10/10/2016
CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)
NY
06/13/2013 - 09/26/2013
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NJ
06/05/2012 - 11/27/2012
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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