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YS

Yasmin S. Sexton

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CRD#: 2710881
YS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Yasmin Sobhy Sexton, who also goes by Yasmin Sobhy Kocur, Yasmin Sobhy, was a registered financial professional .

Yasmin is a previously registered financial professional and started their career in finance in 2000. Yasmin had worked at 4 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Yasmin Sobhy Kocur | Yasmin Sobhy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 21, 2010 - June 19, 2012

ALLIANZ GLOBAL INVESTORS U.S. LLC

RIA
CRD#: 149003
SAN DIEGO, CA
Past

April 12, 2010 - June 13, 2012

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
SAN DIEGO, CA
Past

June 21, 2000 - January 3, 2011

NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC

RIA
CRD#: 104606
SAN DIEGO, CA
Past

June 15, 2000 - April 16, 2010

NICHOLAS-APPLEGATE SECURITIES LLC

BD
CRD#: 31205
SAN DIEGO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/28/1999
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


AG
ALLIANZ GLOBAL INVESTORS U.S. LLC
ALLIANZ GLOBAL INVESTORS CAPITAL LLC | RCM | ALLIANZ GLOBAL INVESTORS U.S. LLC | ALLIANZ GLOBAL INVESTORS MANAGEMENT PARTNERS LLC

CRD#: 149003 / SEC#: 801-69803

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Contact information


Main Address
1633 Broadway 43rd Floor, New York, NY 10019
Mailing Address
Phone number
(212) 739-3000
Established
Firm type
Fiscal year end
# of Employees
51

Documents


Latest Form ADV

Part 2 Brochures

ALLIANZ GLOBAL INVESTORS U.S. LLC FORM ADV PART 2A BROCHURE (3/31/2023)

Regulatory assets under management


Total Number of Accounts11
AUM (Assets Under Management)$ 4,976,389,140

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALLIANZ GLOBAL INVESTORS U.S. LLC

CRD#: 149003

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