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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Copeland is an active financial advisor with Cetera Investment Advisers LLC, a registered investment advisor. Yolanda has been in the industry since 1998 and holds various securities licenses, including Series 7, 63, 65 and 66. Yolanda previously worked at Raymond James & Associates, Inc., Money Concepts Capital Corp, and A.G. Edwards & Sons, Inc. Her experience spans across various financial services, including insurance, investments, and financial advice. Yolanda is dedicated to providing comprehensive financial solutions tailored to her clients' individual needs.
Orlando, FL
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.
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.
1
2
FL
02/03/2024 - Present
Cetera Investment Advisers LLC (Orlando FL)
FL
08/06/2019 - 05/10/2021
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
MO
12/22/2000 - 06/19/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
08/31/1998 - 01/10/2001
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BOTH
Issued 8/31/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 1/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 6/3/2019
SIE - Securities Industry Essentials Examination
BC
Issued 8/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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