Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Tammi Wright is a financial advisor with UBS Financial Services Inc. located in Irvine, California. Yvette has been in the financial services industry since June 2014. She has a wide range of experience, including working with Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Purshe Kaplan Sterling Investments, Miramontes Capital, and Lincoln Financial Distributors. Yvette holds several licenses and registrations, including Series 65, Series 66, Series 7, and Series 99TO.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
02/02/2024 - Present
UBS Financial Services Inc. (IRVINE CA)
PA
03/08/2022 - 03/18/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CA
11/26/2018 - 08/25/2021
PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)
CA
12/20/2011 - 10/22/2018
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
IA
Issued 01/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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