Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Sanchez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Yvette has been in the industry for over 3 years and is registered in both California and Texas. She holds Series 7, 63, and 66 licenses, as well as the SIE. Yvette's previous experience includes working for Northwestern Mutual Investment Services, LLC. She is currently a Board Member for The Theatre at Boston Court DBA Boston Court Pasadena, where she helps with event planning, governance, and fundraising. Yvette specializes in providing portfolio management services to individuals, businesses, and charitable organizations. She is also experienced in pension consulting and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
10/31/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
03/16/2020 - 04/05/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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