Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Lanell Hendrix is a financial professional with over 20 years of experience in the industry. Yolanda is currently registered with M Holdings Securities, Inc. in Dallas, Texas and Oregon. Prior to this, Yolanda was registered with several firms including HILLTOP SECURITIES INC., MOMENTUM INDEPENDENT NETWORK INC., AVANTAX INVESTMENT SERVICES, INC., 1ST GLOBAL CAPITAL CORP., HD VEST INVESTMENT SERVICES, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and FIDELITY BROKERAGE SERVICES LLC. Yolanda holds several industry certifications including Series 7, Series 24, Series 63 and SIE. Yolanda has a strong background in providing financial advice to individuals, corporations, and high-net-worth clients.
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.
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2
TX
10/24/2023 - Present
M Holdings Securities, Inc. (Dallas TX)
TX
11/29/2021 - 10/26/2023
HILLTOP SECURITIES INC. (DALLAS TX)
TX
11/29/2021 - 10/26/2023
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
TX
10/25/2019 - 11/24/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
12/03/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
12/11/2017 - 11/27/2018
HD VEST INVESTMENT SERVICES (Irving TX)
TX
09/05/2008 - 11/15/2017
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
07/25/2007 - 08/20/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/14/2004 - 07/11/2007
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
RI
08/17/2000 - 04/23/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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