Yesenia DelgadoCRD Number: 6541510
Current Firm: Cetera Investment Advisers LLC
Yesenia Delgado (CRD# 6541510) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oak Brook, IL and has over 4 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Cetera Investment Advisers||Oakbrook, IL||Dec 2017 - Current||4|
|Cetera Investment Services LLC||St. Cloud, MN||Aug 2015 - Current||6|
|Mb Financial Bank||Rosemont, IL||Apr 2015 - Feb 2019||3|
|University Of Illinois||Chicago, IL||Jul 2013 - Apr 2015||1|
|University Of Illinois||Chicago, IL||Aug 2010 - Dec 2014||4|
|Allstate Insurance||Chicago, IL||Jan 2011 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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