Alfredo Yanes

from Actitrust Wealth Management LLC
SEC regulated
Regulated Investment Advisor
Alfredo Yanes is a financial advisor based in Florida, Plantation, with 30 years of experience. Alfredo currently works for Actitrust Wealth Management LLC. Alfredo maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Alfredo Yanes works at Actitrust Wealth Management LLC
Actitrust Wealth Management LLC is a financial advisory firm based in Plantation, Florida. It currently has approximately $119,581,614 of assets under management and employs about 4 people. Actitrust Wealth Management LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
and a percentage of assets under your management
Office location
300 S. Pine Island Rd., Suite 305, Plantation, Florida, 33324

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