Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Beal Cintron is a financial advisor with Truist Advisory Services, Inc. Yolanda has been in the industry since September 1999 and is registered with the state of Florida as a Registered Investment Advisor. Yolanda is also registered with the state of Texas as a Registered Investment Advisor. Prior to joining Truist Advisory Services, Inc., Yolanda worked with WELLS FARGO ADVISORS, LLC and SUNTRUST INVESTMENT SERVICES, INC. Yolanda is a Series 24, 7, 6, and SIE licensed financial advisor. She specializes in financial planning, portfolio management for businesses and individuals, selection of other advisors, 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
11/06/2024 - Present
Truist Advisory Services, Inc. (OCALA FL)
FL
08/10/2012 - 09/10/2012
WELLS FARGO ADVISORS, LLC (OCALA FL)
FL
08/23/2001 - 08/13/2012
SUNTRUST INVESTMENT SERVICES, INC. (OCALA FL)
NY
06/30/1999 - 11/08/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/30/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
10/22/1998 - 05/18/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/22/1998 - 05/18/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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