Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Kernes is a financial advisor with LPL Financial LLC. Yolanda has been in the financial services industry for over 10 years. Yolanda holds Series 6, 7, 63, and 65 licenses. Yolanda is registered with the state of Oklahoma as a Registered Investment Advisor (RIA) and also holds a registration as an RIA in Texas. Yolanda is a strong advocate for her clients and believes in building long-term relationships with them.
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.
Consulting and other non-discretionary advisory services
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
OK
07/21/2021 - Present
LPL Financial LLC (OKLAHOMA CITY OK)
OK
06/29/2015 - 07/21/2021
WADDELL & REED (EDMOND OK)
OK
10/01/2012 - 12/17/2014
J.P. MORGAN SECURITIES LLC (EDMOND OK)
OK
05/18/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EDMOND OK)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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