Unclaimed
Yohannes Abraha is a financial advisor with over 14 years of experience in the financial services industry. Yohannes currently works at J.p. Morgan Securities LLC. Yohannes previously worked at CHASE INVESTMENT SERVICES CORP. and WAMU INVESTMENTS, INC. Yohannes has a Series 63 license, which is required to sell securities in Texas. Yohannes is also licensed to sell Variable Contracts and has a Securities Industry Essentials exam. Yohannes is registered to sell securities in Texas and Florida. Yohannes is specialized in offering investment advice for corporations or other businesses, individuals other than high net worth, high net worth individuals, charitable organizations, insurance companies, and labor unions. Yohannes specializes in financial planning, pension consulting, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUGAR LAND TX)
TX
03/30/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (HOUSTON TX)
BC
Issued 04/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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