Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Michelle Johnson is a financial professional with over 20 years of experience in the industry. Yvette is currently registered with Wells Fargo Clearing Services, LLC and is located in Atlanta, Georgia. Yvette holds a Series 7, Series 63, Series 31 and Series 6TO licenses. Yvette also has a Series 65 license to provide investment advisory services. Yvette has previously worked with Morgan Stanley DW Inc., PFS Investments Inc and Wells Fargo Clearing Services, LLC. Yvette's expertise includes providing financial planning and investment consulting services to individual and institutional clients.
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.
Investment consulting services to institutional clients
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.
1
2
GA
06/01/2022 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
08/10/2004 - 04/19/2022
WELLS FARGO CLEARING SERVICES, LLC (KENNESAW GA)
GA
10/18/2002 - 04/01/2004
PFS INVESTMENTS INC. (DULUTH GA)
NY
04/21/1999 - 08/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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