Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yanette? Claim Your ProfileYanette Sullivan is a registered representative and investment advisor representative with Truist Advisory Services, Inc. in Orlando, Florida. Yanette has been in the securities industry since June 21, 2007. Prior to joining Truist Advisory Services, Yanette worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Yanette holds the Series 6, Series 7, Series 63, and Series 66 licenses. Yanette's specialties include financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
03/08/2019 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
10/01/2012 - 03/08/2019
J.P. MORGAN SECURITIES LLC (KISSIMMEE FL)
FL
06/21/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (KISSIMMEE FL)
BOTH
Issued 02/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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