Dominik Yates Email & Phone Number | Throughout my career, I have worked with clients from diverse backgrounds and industries, providing personalized advice on wealth management, retirement planning, investment strategies, and risk management. I am dedicated to building long-term relationships with clients, understanding their goals and priorities, and developing customized plans that align with their values and aspirations. I pride myself on my ability to simplify complex financial concepts, communicate clearly and effectively, and provide guidance that is grounded in sound financial principles and practices. I am committed to ongoing education and staying up-to-date with the latest trends, technologies, and regulations in the industry to provide the best possible advice and service to my clients. If you are looking for a trusted advisor to help you navigate the complex world of finance and achieve your financial goals, I would be honored to work with you. Please don't hesitate to reach out to me to schedule a consultation.

Dominik Yates

Throughout my career, I have worked with clients from diverse backgrounds and industries, providing...
Los Angeles, Los Angeles, United States

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Dominik Yates’s Location Los Angeles, Los Angeles, United States

Dominik Yates’s Current Industry Applied Wealth Management Financial And Insurance Services

Dominik Yates’s Prior Industry Westpac Wealth Partners | Northwestern Mutual | Wells Fargo | Waddell And Reed | Sears Holdings

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Wealth Management Advisor

2022-05-01 00:00:00 - Present

Wealth Management Advisor

2020-01-01 00:00:00 - 2022-05-01 00:00:00

Financial Advisor

2018-04-01 00:00:00 - 2020-01-01 00:00:00

Asset Based Lending Field Examiner

2017-01-01 00:00:00 - 2018-04-01 00:00:00

Financial Advisor Intern

2016-01-01 00:00:00 - 2016-06-01 00:00:00

Sales Consultant

2012-07-01 00:00:00 - 2013-06-01 00:00:00

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Dominik Yates is a Throughout my career, I have worked with clients from diverse backgrounds and industries, providing personalized advice on wealth management, retirement planning, investment strategies, and risk management. I am dedicated to building long-term relationships with clients, understanding their goals and priorities, and developing customized plans that align with their values and aspirations. I pride myself on my ability to simplify complex financial concepts, communicate clearly and effectively, and provide guidance that is grounded in sound financial principles and practices. I am committed to ongoing education and staying up-to-date with the latest trends, technologies, and regulations in the industry to provide the best possible advice and service to my clients. If you are looking for a trusted advisor to help you navigate the complex world of finance and achieve your financial goals, I would be honored to work with you. Please don't hesitate to reach out to me to schedule a consultation.

Dominik Yates currently works in the Applied Wealth Management Financial And Insurance Services |

Dominik Yates has prior
experience in the following industries:
Westpac Wealth Partners | Northwestern Mutual | Wells Fargo | Waddell And Reed | Sears Holdings

Dominik Yates has the following professional experience:
Applied Wealth Management Financial And Insurance Services | Westpac Wealth Partners | Northwestern Mutual | Wells Fargo | Waddell And Reed | Sears Holdings