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Inactive

Yassine Zahlane

Edelman Financial Engines

Woodland Hills, CA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-02
CA RA APPROVED 2022-12-02
  • TX RA
    APPROVED
    Since 2024-10-02
  • CA RA
    APPROVED
    Since 2022-12-02

Branch Locations

21550 Oxnard Street Suite 810, Woodland Hills, CA 91367 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services Llc Fairfax VA 06/2012 11/2022
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Santa Clara CA 11/2022 09/2024
Edelman Financial Engines Santa Clara CA 09/2024 Present
  • 06/2012 → 11/2022
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2022 → 09/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 09/2024 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-02
S63 Uniform Securities Agent State Law Examination 2013-11-26
  • S65 Uniform Investment Adviser Law Examination
    2022-12-02
  • S63 Uniform Securities Agent State Law Examination
    2013-11-26

View on SEC IAPD

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Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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