Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yannshyr? Claim Your ProfileYannshyr Puu is a financial advisor with Packerland Brokerage Services, Inc. based in Green Bay, WI. Yannshyr has over 30 years of experience in the financial services industry. Yannshyr's areas of expertise include financial planning, pension consulting, and portfolio management for individuals. Yannshyr is also a registered independent insurance agent. Yannshyr holds the Series 6, 7, 24, 63, 65, and 66 licenses.
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.
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
WI
05/26/2021 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
CA
01/08/2014 - 04/28/2021
J.K. FINANCIAL SERVICES, INC. (NORCO CA)
CA
03/15/2013 - 11/15/2013
METLIFE SECURITIES INC. (CITY OF INDUSTRY CA)
CA
02/10/2012 - 11/15/2013
NEW ENGLAND SECURITIES (CITY OF INDUSTRY CA)
CA
04/15/2010 - 02/10/2012
FORESTERS EQUITY SERVICES, INC. (WALNUT CA)
CA
07/30/2004 - 04/01/2010
AXA ADVISORS, LLC (CITY OF INDUSTRY CA)
NY
10/25/2000 - 08/16/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/08/2003 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MA
01/19/1999 - 10/31/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NJ
04/09/1990 - 12/11/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/09/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 03/30/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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