Andreas Yanik (CRD# 6158888) is an Investment Advisor Representative working at Create My Wealth LLC in Winnetka, CA and has over 10 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Create My Wealth | Woodland Hills, CA | Sep 2021 - Current | 2 |
| Cash Money Lending | Los Angeles, CA | Aug 2020 - Current | 3 |
| Bank Of America, N.a. | North Hollywood, CA | Jul 2015 - Aug 2020 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sherman Oaks, CA | Jun 2015 - Aug 2020 | 5 |
| J.p. Morgan Chase | Hollywood, CA | Oct 2014 - May 2015 | < 1 |
| Mutual Of Omaha | Northridge, CA | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$60,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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