Tiffany Yee is a registered investment advisor, based in Pasadena, CA, with 18 years of industry experience.
Location
150 S Los Robles Ave, Suite 750, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tiffany works as a financial advisor for Sovran Advisors, dedicating full-time hours to financial planning. She also works as an insurance agent selling fixed insurance products a few hours per week, and owns rental real estate property.
Employment History
Current Registrations
Sovran Advisors, LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Metlife Securities INC.Broker
State Registrations14 states
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