Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Cummings Heatly is a financial advisor with Truist Advisory Services, Inc. Yvette has been in the financial services industry since 2002 and holds Series 7, 31, 52, 63, 65, 24 and 53 licenses. Yvette has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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.
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2
FL
08/23/2021 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
12/21/2017 - 02/17/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
10/19/2016 - 08/08/2017
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
05/10/2013 - 10/12/2016
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
04/18/2011 - 05/31/2013
MORGAN STANLEY (CLEARWATER FL)
FL
06/22/2009 - 03/24/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW PORT RICHEY FL)
FL
02/09/2009 - 06/01/2009
LINCOLN INVESTMENT (LUTZ FL)
FL
06/12/2007 - 05/14/2008
ROYAL ALLIANCE ASSOCIATES, INC. (SAFETY HARBOR FL)
FL
07/05/2006 - 04/04/2007
UBS FINANCIAL SERVICES INC. (CLEARWATER FL)
FL
02/27/2006 - 06/22/2006
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
10/10/2005 - 12/08/2005
COMMONWEALTH CAPITAL SECURITIES CORP. (TARPON SPRINGS FL)
MI
08/04/2005 - 09/13/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MA
11/01/2004 - 08/03/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/01/2004 - 08/03/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
09/20/2004 - 10/25/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
06/13/2003 - 08/31/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
07/01/2002 - 05/30/2003
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
FL
01/26/2001 - 07/09/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 07/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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