Oren Yaccobe

Current Employers

Employment History

• 08/2007 → 05/2024
  Valley Village Heights
  Los Angeles, CA
• 12/2018 → 05/2024
  Citigroup Global Markets
  Los Angeles, CA
• 05/2024 → 06/2025
  Fidelity Investments
  Los Angeles, CA
• 03/2025 → 06/2025
  Fidelity Investments
  Boston, MA
• 06/2025 → Present
  Wells Fargo Clearing Services, Llc
  El Segundo, CA

Previous Registrations

• 2025-03-31 → 2025-07-17
  Strategic Advisers Llc
  Los Angeles, CA
  Los Angeles, CA
  Boston, MA
• 2024-06-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Los Angeles, CA
• 2019-02-12 → 2024-06-13
  Citigroup Global Markets Inc.
  Newbury Park, CA
  La Canada-Flintridge, CA
  Los Angeles, CA
  Los Angeles, CA
  Fort Mill, SC
  Fresno, CA
  San Antonio, TX

Other Businesses

Valley Village Heights LLC; investment related; Los Angeles, CA; rental property; 100% owner; 6/11/07; 1 hour per month 0 during trading; | IHSS - In Home Support Services; non investment related; Los Angeles, CA; assisted living; provider; start date 7/7/20; 1 hour per month 0 during trading; | Rental Property; investment related; Los Angeles, CA; 100% ownership; start date 6/29/07; 1 hour per month 0 during trading; | REAL ESTATE; INV RELATED; LA,CA; REAL ESTATE; START DATE: 11/06/2008; 1 HRS PER MONTH; 0 HRS DURING TRADING;| LIAANO GROUP LLC ; INV RELATED; LOS ANGELES, CA; REAL ESTATE INVESTMENT ;100% OWNERSHIP; START DATE: 08/10/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-11
• S63 Uniform Securities Agent State Law Examination
  2011-05-17

Other Names

• Orian Yaccobe
• Oren M Yaccobe