Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Zepeda is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Yvette has been in the financial services industry since 1998. Yvette is registered with the state of California. Yvette is also a notary public and provides investment consulting services to institutional clients. Yvette specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
10/18/2019 - Present
Wells Fargo Advisors Financial Network, LLC (BEVERLY HILLS CA)
CA
03/15/2007 - 10/18/2019
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
10/25/2001 - 02/20/2007
MORGAN STANLEY DW INC. (GLENDALE CA)
NY
11/09/1999 - 09/04/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
07/24/1998 - 10/11/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 06/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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