Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Ellison Broder is an investment advisor representative with LPL Financial LLC, a firm that manages over $50 billion in assets for over 168,000 clients. Yvette has been in the financial industry since 1999 and holds several professional licenses including Series 6, 7, 24, 63, and 65. Yvette has worked for several firms in the past, including Lincoln Financial Securities Corporation and Walnut Street Securities, Inc. Yvette currently operates her business from LPL Financial LLC's branch office in Beverly Hills, California. Yvette specializes in providing financial planning, investment management, and other advisory services to a variety of clients, including 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/16/2024 - Present
LPL Financial LLC (BEVERLY HILLS CA)
CA
10/30/2002 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BEVERLY HILLS CA)
CA
02/20/2001 - 11/20/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
11/30/1999 - 02/02/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 08/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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