Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sidney? Claim Your ProfileSidney Wayne Yeomans is a financial advisor with over 17 years of experience in the industry. Sidney is currently registered with Lasalle ST. Investment Advisors, LLC and has been with the firm since May 2010. Sidney is also a professor at Trinity International University and has served on the boards of several charitable organizations. Sidney holds several licenses and registrations, including Series 63, 66, 24, and 7, and is registered in over 30 states. Lasalle ST. Investment Advisors, LLC offers a wide range of financial services, including financial planning, pension consulting, and portfolio management for both individuals and businesses. The firm has over $3.4 billion in regulatory assets under management and manages accounts for individuals, corporations, and pension plans.
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.
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
FL
08/30/2017 - Present
Lasalle ST. Investment Advisors, LLC (Bonita Springs FL)
IL
07/18/2005 - 04/30/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOUTH BARRINGTON IL)
BOTH
Issued 04/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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