Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Davie is a financial professional with over 20 years of experience in the industry. Yolanda is currently registered with J.p. Morgan Securities LLC and is located in Columbus, OH. Yolanda has held previous roles with Chase Investment Services Corp., CitiCorp Investment Services, MetLife Securities Inc. and Metropolitan Life Insurance Company. Yolanda is a Series 6, Series 63, Series 99 and SIE licensed professional. Yolanda specializes in providing financial advice and services to individuals, businesses, corporations, charitable organizations, high net worth individuals, and pension and profit sharing 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
06/05/2018 - Present
J.p. Morgan Securities LLC (Columbus OH)
NY
05/02/2005 - 02/25/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IL
09/25/2003 - 02/08/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
04/06/2000 - 08/11/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
10/06/1997 - 03/23/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/06/1997 - 03/23/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 99 - Operations Professional Examination
BC
Issued 10/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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