Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Rivera-williams is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. Yolanda has over 11 years of experience in the financial industry and is licensed to provide financial advice and sell securities. Yolanda has a strong background in the securities industry and specializes in providing a range of financial services including financial planning, portfolio management, pension consulting and educational seminars.
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.
1
2
AZ
06/14/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/14/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
06/14/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
06/14/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/14/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
06/12/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
07/18/2012 - 06/15/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yolanda Rivera-williams is the right advisor for you? Invested Better is here to help.
