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 amaro is a financial advisor at Western International Securities, Inc. Yvette has been in the securities industry since 1995. Yvette has a broad range of experience, including work with high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. Western International Securities, Inc. is a well-established firm with a focus on financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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.
1
2
CA
10/10/2008 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
03/24/2006 - 10/10/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (HEMET CA)
CA
12/08/2005 - 03/28/2006
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
NY
02/24/2004 - 12/13/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
04/25/2000 - 01/23/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/31/2000 - 04/13/2000
HAMPTON SECURITIES, INC. (LOS ANGELES CA)
CA
01/01/1999 - 01/31/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
08/23/1995 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
WI
11/28/1994 - 01/23/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 07/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yvette Sanchez amaro is the right advisor for you? Invested Better is here to help.
