Unclaimed
Yolla S. Kairouz is a financial advisor with J.P. Morgan Securities LLC in El Segundo, CA. Yolla has been in the industry for over 15 years and holds a variety of licenses, including Series 6, 7, and 63 licenses. She is also a Registered Investment Advisor. Prior to joining J.P. Morgan Securities LLC, Yolla worked for Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Yolla has a strong understanding of the financial markets and has a proven track record of success in helping her clients reach their financial goals. She also serves as a Board Member for the UCLA Anderson Economic Forecast. Yolla specializes in providing financial planning and investment advice to individuals, corporations, and other business entities.
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
CA
03/27/2024 - Present
J.p. Morgan Securities LLC (El Segundo CA)
CA
01/03/2011 - 03/11/2020
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
08/12/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
CA
07/01/2008 - 08/13/2010
WELLS FARGO ADVISORS, LLC (THOUSAND OAKS CA)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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