Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yusef? Claim Your ProfileYusef Lovette is a financial advisor who has been working in the financial services industry since February 2009. Yusef is currently registered with Ameriprise Financial Services, LLC in Houston, Texas. Yusef's prior experience includes employment at Comerica Securities, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Clearing, LLC. Yusef holds Series 66, Series 7 and SIE securities licenses and is a registered Investment Advisor Representative in Texas. Yusef offers financial planning, portfolio management for individuals and businesses, asset allocation services, educational seminars, selection of other advisors and publication of periodicals.
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.
Asset allocation services
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
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
09/14/2021 - 11/03/2023
COMERICA SECURITIES (HOUSTON TX)
TX
03/24/2017 - 08/18/2021
MORGAN STANLEY (Houston TX)
TX
01/26/2015 - 02/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
MO
03/28/2011 - 06/13/2013
FIRST CLEARING, LLC (ST. LOUIS MO)
VA
05/04/2007 - 03/28/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)
BOTH
Issued 02/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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