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 West is a financial advisor with over 25 years of experience in the industry. Yvette is currently registered with Private Client Services, LLC in Covington, KY. She is also a licensed investment advisor representative and holds Series 6 and Series 63 licenses. Yvette provides financial planning, portfolio management for individuals and businesses, and educational seminars. She specializes in working with high-net-worth individuals and corporations, as well as pension plans. Yvette is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining Private Client Services, LLC, Yvette worked for a number of other firms, including TRIAD ADVISORS LLC, CETERA ADVISORS LLC, MUTUAL OF AMERICA LIFE INSURANCE COMPANY, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY.
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.
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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KY
08/31/2022 - Present
Private Client Services, LLC (Covington KY)
KY
12/02/2015 - 09/02/2022
TRIAD ADVISORS LLC (COVINGTON KY)
KY
05/02/2006 - 11/09/2015
CETERA ADVISORS LLC (FT. MITCHELL KY)
NY
02/01/1999 - 01/13/2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
MN
03/12/1997 - 11/25/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/12/1997 - 11/25/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
08/12/1996 - 08/20/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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