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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 Waters is an Investment Advisor Representative at Edelman Financial Engines. Yolanda has been in the financial services industry for over 20 years. Yolanda has a diverse background in financial services, with experience at firms such as USAA Financial Advisors, Inc., EF Legacy Securities, LLC, and TIAA-CREF Individual & Institutional Services, LLC. Yolanda is also a Certified Financial Planner. Yolanda is registered to provide investment advisory services in Pennsylvania and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
PA
06/27/2024 - Present
Edelman Financial Engines (WEST CONSHOHOCKEN PA)
PA
05/12/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WEST CONSHOHOCKEN PA)
PA
08/29/2011 - 05/10/2016
USAA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
PA
08/09/2007 - 08/24/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
01/27/1999 - 07/16/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 11/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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