Yanirys Cortez
Professional summary
Yanirys Cortez, who also goes by Yanirys Abreu, is a registered financial professional currently at IDB CAPITAL CORP. located in New York, New York.
Yanirys is registered as a RR (Registered Representative) and started their career in finance in 2005. Yanirys has worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Yanirys Cortez's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 3, 2024 - Present
IDB CAPITAL CORP.
Office #1: 1114 Avenue Of The Americas, New York, NY 10036December 15, 2009 - February 2, 2017
FLAGSTAR ADVISORS
May 29, 2007 - December 10, 2009
CITIGROUP GLOBAL MARKETS INC.
October 10, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 6/3/2024
General Securities Representative ExaminationFINRA
Current Firm
IDB CAPITAL CORP.
CRD#: 106032 / SEC#: , 8-53000
Contact information
FINRA licenses (29 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ISRAEL DISCOUNT BANK OF NEW YORK | SOLE SHAREHOLDER | |
| CASE, LESLIE KATHRYN | SECRETARY | 6058280 |
| CLANCY, PATRICIA ANNE | CHIEF OPERATING OFFICER, PRINCIPAL OPERATIONS OFFICER | 2753700 |
| FRAHER, NANCY ANN | DIRECTOR | 6132794 |
| GRANT, EDMOND F | DIRECTOR | 4058518 |
| KIM, EDWARD SANG | FINANCIAL AND OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER | 6702617 |
| ROBERTS, DANIEL G | DIRECTOR | 6986015 |
| SAVIO, KENNETH JOSEPH | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | 1428851 |
| SAVIO, KENNETH JOSEPH | INTERIM CHAIRMAN OF THE BOARD | 1428851 |
| TREBLE, TIMOTHY | CHIEF COMPLIANCE OFFICER AND DIRECTOR | 1699773 |
Disclosures
| Regulatory Event | 1 |
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.
