Nicholas Arellano (CRD# 4357885) is an Investment Advisor Representative working at Ylp Financial, LLC in Hermosa Beach, CA and has over 18 years of experience in the finance industry. Nicholas Arellano 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.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Your Legacy Partners, LLC | Hermosa Beach, CA | Jun 2022 - Current | 1 |
| Ylp Financial, LLC | Hermosa Beach, CA | Jun 2022 - Current | 1 |
| Skyview Investment Banking | Manhattan Beach, CA | Feb 2021 - Current | 3 |
| Kospow Partners | Hermosa Beach, CA | Nov 2018 - Current | 5 |
| Devoe & Company | Minneapolis, MN | Jan 2018 - Jun 2022 | 4 |
| Shoreline Growth Partners, LLC | Minneapolis, MN | Jul 2015 - Dec 2017 | 2 |
| Allen C. Ewing & Company | Charlotte, NC | Apr 2015 - Nov 2015 | < 1 |
| Great Lakes & Atlantic Wealth Management | Charlotte, NC | Apr 2015 - Nov 2015 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Apr 2015 | < 1 |
| Morgan Stanley Smith Barney | Bloomington, MN | Jun 2009 - Apr 2015 | 5 |
| Morgan Stanley | Minneapolis, MN | Mar 2007 - Apr 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
| S63 | Uniform Securities State Law Examination | Sep 2020 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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