Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zeiry? Claim Your ProfileZeiry Yannuen Barillas is a financial advisor with Wells Fargo Clearing Services, LLC, a large firm with assets under management of over $500 billion. Zeiry has been in the industry for over 17 years and is registered to offer investment advice in 32 states. Zeiry specializes in providing financial planning, portfolio management, and investment consulting services to both individual and institutional clients. Zeiry is also a registered representative of Wells Fargo Clearing Services, LLC.
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
11/08/2017 - Present
Wells Fargo Clearing Services, LLC (EL DORADO HILLS CA)
CA
11/30/2016 - 09/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
CA
03/28/2006 - 12/14/2015
PFS INVESTMENTS INC. (ORANGE CA)
BOTH
Issued 03/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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