Yesenia Covarrubias Beckmann

Current Employers

Employment History

• 07/2013 → 04/2018
  Foresters Financial Services
  San Diego, CA
• 02/2016 → 04/2018
  Foresters Advisory Services Llc
  San Diego, CA
• 11/2015 → Present
  Beckmann Enterprises, Llc
  Santee, CA
• 04/2016 → Present
  Kestra Investment Services, Llc
  San Diego, CA
• 04/2018 → Present
  Kestra Advisory Services, Llc
  San Diego, CA

Previous Registrations

• 2016-02-26 → 2018-05-02
  Foresters Advisory Services, Llc
  San Diego, CA

Other Businesses

Business Name: WELL-TRAVELED WEALTH POSITION: Partner, Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 105 START DATE: 04/30/2018 ADDRESS: 9471 Ronnie Ct., Santee CA 92071, United States DESCRIPTION: Meet with clients, manage clients portfolios, service clients on an ongoing basis. Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/30/2018 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Meeting with clients in person at least once a year to review their accounts. Manage their account on a daily basis to look for drift and a need to rebalance their accounts to protect their assets. Business Name: RENTAL PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2022 ADDRESS: 43865 Mendocino Dr., Big Bear Lake CA 92315 DESCRIPTION: To manage the property and bookings

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-05
• S63 Uniform Securities Agent State Law Examination
  2010-03-19

Designations

Other Names

• Yesenia Covarrubias