Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Perez is an active registered investment advisor representative with Truist Advisory Services, Inc., based in Coral Gables, Florida. Yolanda's professional career began in 2006 at CHASE INVESTMENT SERVICES CORP., before joining Truist in 2022. Yolanda holds the Series 7TO, Series 6, Series 63 and Series 66 licenses. Yolanda's primary areas of focus include portfolio management for individuals, portfolio management for businesses, publication of periodicals, and selection of other advisors. Yolanda has extensive experience working with clients from a variety of backgrounds, including individuals, high net worth individuals, corporations, and charitable organizations.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
12/12/2022 - Present
Truist Advisory Services, Inc. (CORAL GABLES FL)
NY
11/20/2006 - 01/09/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 11/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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