Alfredo Jorge Yanes

Current Employers

Employment History

• 03/2012 → 12/2018
  Western International Securities, Inc.
  Pasadena, CA
• 03/2012 → Present
  Bailliage Investments Llc
  Plantation, FL
• 08/2016 → Present
  Actitrust Wealth Management Llc
  Plantation, FL

Previous Registrations

• 2012-06-25 → 2018-12-18
  Western International Securities, Inc.
  Newport Beach, CA
  Plantation, FL
• 1999-08-02 → 2012-03-19
  Truist Investment Services, Inc.
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Gulf Breeze, FL
  Ft. Lauderdale, FL
  Fort Lauderdale, FL
  Weston, FL

Other Businesses

1) 03/2012-PRESENT; BALLIAGE INVESTMENTS, LLC (DBA); IR; 2) 08/2016-PRESENT; ACTITRUST WEALTH MANAGEMENT LLC; IR; RIA; 300 S. PINE ISLAND RD. SUITE 315, PLANTATION, FL 33324 3) Alfredo Jorge Yanes serves as Director/Secretary of a foreign company, Actiadvisors Corp that offers financial advisory services to non-US Clients and receives no compensation from this. One hour per year is devoted to this business. 4) Alfredo Jorge Yanes is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. ActiTrust always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of ActiTrust in connection with such individual's activities outside of ActiTrust.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-22
• S63 Uniform Securities Agent State Law Examination
  1994-09-15

Other Names

• Alfredo J Yanes