Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Gardner Mukombe is a financial professional with over 8 years of experience in the financial services industry. Yolanda is currently registered with MMA Securities LLC as a Registered Representative. Yolanda has previously held positions at SAGEPOINT FINANCIAL, INC., TRIAD ADVISORS LLC, and SECU BROKERAGE SERVICES. Yolanda holds Series 6, 63 and 65 licenses and the SIE exam. Yolanda is a dedicated professional who is committed to providing her clients with sound financial advice. Yolanda also conducts non-investment related business activities for Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC. Yolanda has a deep understanding of the financial markets and a proven track record of success. Yolanda is committed to helping her clients achieve their financial goals.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
MA
11/12/2024 - Present
MMA Securities LLC (Boston MA)
AZ
04/12/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NC
05/24/2021 - 09/29/2022
TRIAD ADVISORS LLC (Cary NC)
NC
01/15/2015 - 04/20/2021
SECU BROKERAGE SERVICES (GREENSBORO NC)
IA
Issued 05/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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