Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renita? Claim Your ProfileRenita Yoon is a financial advisor at Davenport & Co. LLC. Renita has been in the financial industry since August 2018. Renita is registered with the state of Virginia and holds a Series 7, Series 66, and Series 24 license. Renita has previously worked at Ameriprise Financial Services, LLC, Truist Investment Services, Inc., and BB&T Securities, LLC.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
09/27/2021 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
03/09/2021 - 09/16/2021
AMERIPRISE FINANCIAL SERVICES, LLC (MIDLOTHIAN VA)
VA
02/17/2021 - 03/09/2021
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
07/23/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 10/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Renita Yoon is the right advisor for you? Invested Better is here to help.
