Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Soto is a financial professional registered in Connecticut, New Jersey and New York. She is affiliated with J.P. Morgan Securities LLC and has been in the industry since September 2022. Yolanda is Series 63, 6TO, and SIE licensed and specializes in providing financial advice to individuals, high-net-worth individuals, corporations or businesses, pension and profit sharing plans, charitable organizations, insurance companies, and labor unions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
09/20/2022 - Present
J.p. Morgan Securities LLC (ROCHESTER NY)
BC
Issued 10/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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