Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Flores is a registered representative with Missionsquare Retirement in Washington, DC. She has been in the industry since 1997. Yolanda has a Series 63 and Series 65 licenses, as well as Series 7 and SIE. She has previously worked at Fidelity Brokerage Services LLC and Barnett Investments, Inc.
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.
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.
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2
DC
11/17/2016 - Present
Missionsquare Retirement (WASHINGTON DC)
FL
03/13/1998 - 04/24/2007
FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)
FL
09/10/1997 - 03/05/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
IA
Issued 12/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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