SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL REPRESENTATIVE - YESENIA REID
Costa Mesa, Huntington Beach
Direct Line: (657) 398-3448
yreid@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Yesenia Reid is a graduate of California State University, Fullerton and holds Series 6 and Series 63 licenses with LPL Financial. She has been serving Members since 2011, which gives her the ability to provide quality financial guidance.
Yesenia excels at assisting Members who find financial topics daunting. She simplifies retirement planning, making it easy and meaningful. Her investment philosophy centers on helping clients pursue their retirement goals, regardless of where they are in their journey. She is passionate about debunking the myth that it's never too late to start saving for retirement.
In her free time, Yesenia enjoys family time, traveling and concerts.
Yesenia Reid is a registered representative with, and securities are offered through LPL Financial (LPL), a registered broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Retirement Planning are not registered as a broker/dealer. Registered representatives of LPL offer products and services using SchoolsFirst Retirement Planning, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Retirement Planning. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.