Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolande? Claim Your ProfileYolande Dee Circosta is a registered representative with Osaic Wealth, Inc. Yolande has been in the financial industry since 2004 and is registered with FINRA and the state of Ohio. Yolande specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Yolande has a strong background in the financial industry and is committed to helping her clients achieve their financial goals.
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
OH
11/05/2018 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
01/23/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (COLUMBUS OH)
OH
09/23/2010 - 01/18/2013
PARK AVENUE SECURITIES LLC (COLUMBUS OH)
OH
09/28/2005 - 09/13/2010
NEW ENGLAND SECURITIES (COLUMBUS OH)
OH
05/07/2004 - 02/10/2005
BANCSHARES FIRST (DUBLIN OH)
NY
01/02/2003 - 12/17/2003
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 04/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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