Yaakov G. Vanek
Professional summary
Yaakov G Vanek, who also goes by Yakov G Vanek, is a registered financial professional currently at WILSHIRE PACIFIC CAPITAL ADVISORS, LLC located in Beverly Hills, California.
Yaakov is registered as a RR (Registered Representative) and started their career in finance in 2005. Yaakov has worked at 6 firms and has passed the Series 66, Series 99TO, SIE, Series 79, Series 7, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Yaakov G Vanek's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 1, 2017 - Present
WILSHIRE PACIFIC CAPITAL ADVISORS, LLC
Office #1: 8447 Wilshire Blvd., Suite 202, Beverly Hills, CA 90211June 7, 2013 - May 26, 2017
FALLBROOK CAPITAL SECURITIES CORP.
November 3, 2011 - January 26, 2012
XNERGY FINANCIAL LLC
November 15, 2010 - May 27, 2014
EQUINOX SECURITIES, INC.
May 10, 2008 - November 5, 2009
EQUINOX SECURITIES, INC.
July 26, 2005 - May 8, 2008
ZECCO TRADING, INC.
June 29, 2005 - July 22, 2005
FINANCIAL WEST GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/1/2017)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
WILSHIRE PACIFIC CAPITAL ADVISORS, LLC
CRD#: 171245 / SEC#: , 8-69451
Contact information
FINRA licenses (1 States and Territories)
Documents
Red Flags
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