Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Wilson is a financial advisor with Wells Fargo Clearing Services, LLC. Yolanda has been in the financial industry since 2013, and has worked with both Wells Fargo and LPL Financial LLC. Yolanda has a Series 66 license, as well as Series 7 and SIE. She is registered in North Carolina. Yolanda specializes in providing financial planning, investment consulting, and portfolio management services. She has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
09/08/2023 - Present
Wells Fargo Clearing Services, LLC (Charlotte NC)
NC
07/23/2019 - 06/26/2023
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
01/19/2016 - 10/22/2018
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
12/10/2013 - 08/07/2015
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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