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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie R. Yancey is a financial advisor with Cetera Investment Advisers LLC in Burleson, TX. Eddie has been working in the financial industry since 2011. Eddie has a wide range of experience, having worked with Edward Jones, Raymond James Financial Services, Inc., and Cetera Investment Services LLC in the past. Eddie specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
Burleson, TX
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
09/14/2023 - Present
Cetera Investment Advisers LLC (Burleson TX)
TX
03/05/2018 - 09/04/2023
EDWARD JONES (ALVARADO TX)
TX
08/01/2016 - 02/27/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ABILENE TX)
TX
07/24/2014 - 07/29/2016
CETERA INVESTMENT SERVICES LLC (CLEBURNE TX)
TX
04/27/1993 - 07/06/1995
SIGNAL SECURITIES, INC. (FORT WORTH TX)
IN
09/28/1992 - 03/22/1993
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BOTH
Issued 8/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/2/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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