Tessie YusteCRD Number: 5608134
Current Firm: Cherry Bekaert Wealth Management LLC
Tessie Yuste (CRD# 5608134) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Coral Gables, FL and has over 10 years of experience in the finance industry. Tessie Yuste has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Cherry Bekaert Wealth Management, LLC||Coral Gables, FL||Aug 2016 - Current||1|
|Suntrust Investment Services||Atlanta, GA||Sep 2013 - Jul 2016||2|
|Suntrust Bank||Coral Gables, FL||Aug 2013 - Jul 2016||2|
|Lubitz Financial Group||Miami, FL||Jan 2008 - Aug 2013||5|
|The Lubitz Financial Group||Miami, FL||Jan 2008 - Aug 2013||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management353MILLIONS
Total Number of Accounts1,113ACCOUNTS
Average Account Value$316,813
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, MD, NC, SC, TN, TX, VA
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