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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Michelle Wynn is a financial advisor with Morgan Stanley. Yvette has been in the financial industry since 1993 and has worked for several firms including MBSC Securities Corporation and BNY Investment Center Inc. She has a Series 3, Series 7 and SIE license and holds a Certified Financial Planner designation. Yvette has a long history of serving individuals and institutions in the financial services industry, working with clients to develop comprehensive financial plans that include retirement planning, college savings, estate planning and insurance. Yvette has a strong commitment to her clients' financial success and is dedicated to providing personalized service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/16/2021 - Present
Morgan Stanley (Purchase NY)
CT
05/13/2010 - 04/29/2019
MORGAN STANLEY (FAIRFIELD CT)
NY
01/31/2008 - 01/20/2010
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
04/23/2001 - 09/25/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
GA
07/07/1994 - 09/08/1999
PFS INVESTMENTS INC. (DULUTH GA)
MN
10/19/1988 - 08/06/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/1988 - 08/06/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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