Yvette
Sanchez Amaro

Western International Securities, Inc

CRD#2127890
Investment Advisor
in Westlake Village, CA

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About this Advisor

Yvette Sanchez Amaro is a financial advisor based in Westlake Village, California who has 15 years of relevant experience. Sanchez Amaro is currently employed by Western International Securities, Inc. They have been an employee of Western International Securities, Inc for the entirety of their career. Sanchez Amaro has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in California. Western International Securities, Inc is an advisory business based out of Pasadena, CA. The company has offices in 119 locations and a total of 424 financial advisors. It has $4 billion in assets under management between its 12,253 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 28 charitable organizations. Of its 12,253 customer accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets available to invest. Western International Securities, Inc has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Western International Securities, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2555 Townsgate Rd. Ste. 300
Westlake Village, CA 91361

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Western International Securities, Inc Brokerage Details

Total Assets Under Management

$3,479,601,807

CA Average: $7,578,581,321
Total Number of Employees

424

CA Average: 43
Total Number of Accounts

12,253

CA Average: 3,727
Average Account Size

$283,980

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Yvette Sanchez Amaro Work History

Yvette has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Western International Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Yvette Sanchez Amaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Western International Securities

Norma Cunanan
Pasadena, CA
Given Kutz
Northridge, CA
Allen Solis
Westlake Village, CA
George Sinanis
Westlake Village, CA
Ivan Parry
Pasadena, CA
Noriko Ikeda
Crystal Bay, NV
Michael Gorak
Pasadena, CA
Brian Schwartz
Woodland Hills, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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