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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Renee Juarez is a financial advisor currently registered with Morgan Stanley. Yvette has been in the financial industry since January 1997 and holds a Series 7, 9, 10, 63 and 65 licenses. Yvette is registered in 53 states and has been with Morgan Stanley since June 2009. Prior to that Yvette worked for Citigroup Global Markets Inc. Yvette specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, insurance companies, banking institutions and pension plans.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/04/2019 - Present
Morgan Stanley (Laguna Niguel CA)
CA
01/28/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
IA
Issued 03/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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