Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Sekyere-abankwa is a financial professional with over 17 years of experience in the industry. Yvette is currently registered with Morgan Stanley as a Registered Representative and is licensed to provide investment advice in Texas. Yvette has previously worked at several firms, including PFS INVESTMENTS INC., MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Yvette holds the Series 63, SIE, and Series 7 licenses, as well as registrations in 47 states. Yvette specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars. Yvette is a registered investment adviser representative in Texas and provides portfolio management services to individuals, businesses, and investment companies.
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
MA
08/04/2014 - Present
Morgan Stanley (Wellesley MA)
MA
09/30/2013 - 07/30/2014
PFS INVESTMENTS INC. (OXFORD MA)
MA
06/01/2009 - 01/12/2012
MORGAN STANLEY SMITH BARNEY (WESTBOROUGH MA)
MA
08/16/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTBOROUGH MA)
MA
08/14/2002 - 08/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTBOROUGH MA)
BC
Issued 01/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
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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