Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yoil? Claim Your ProfileYoil Awabdeh is a financial advisor with over 20 years of experience in the industry. Yoil is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Yoil has held previous positions with Morgan Stanley and Citigroup Investment Services. Yoil's professional experience spans over two decades, working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Yoil holds licenses to offer investment advice and securities brokerage services in multiple states. Yoil's expertise lies in providing financial planning, portfolio management, and investment consulting services to clients. Yoil is committed to helping clients achieve their financial goals through a personalized approach to wealth management.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/09/2022 - Present
Wells Fargo Clearing Services, LLC (EL DORADO HILLS CA)
CA
04/08/2011 - 04/18/2019
MORGAN STANLEY (ROSEVILLE CA)
CA
01/03/2011 - 04/12/2011
WELLS FARGO ADVISORS, LLC (CARMICHAEL CA)
CA
01/05/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CARMICHAEL CA)
NY
04/14/2003 - 01/11/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/07/2000 - 11/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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