Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Cummings Heatly is a financial advisor with Truist Advisory Services, Inc. based in Tampa, Florida. Yvette has been in the industry for over 20 years and has a broad range of experience in the financial services sector. She has held positions at Raymond James Financial Services, Inc., Signator Investors, Inc., SunTrust Investment Services, Inc., Morgan Stanley, Transamerica Financial Advisors, Inc, Lincoln Investment, Royal Alliance Associates, Inc., UBS Financial Services Inc., Invest Financial Corporation, Commonwealth Capital Securities Corp., H&R Block Financial Advisors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and William R. Hough & Co. Yvette holds several licenses and certifications, including Series 7, Series 24, Series 31, Series 52TO, Series 53, and Series 63. She is also a Registered Representative for FINRA and the state of Florida. Yvette specializes in providing financial advice to individuals and businesses.
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.
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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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2
FL
08/23/2021 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
12/21/2017 - 02/17/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
10/19/2016 - 08/08/2017
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
05/10/2013 - 10/12/2016
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
04/18/2011 - 05/31/2013
MORGAN STANLEY (CLEARWATER FL)
FL
06/22/2009 - 03/24/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW PORT RICHEY FL)
FL
02/09/2009 - 06/01/2009
LINCOLN INVESTMENT (LUTZ FL)
FL
06/12/2007 - 05/14/2008
ROYAL ALLIANCE ASSOCIATES, INC. (SAFETY HARBOR FL)
FL
07/05/2006 - 04/04/2007
UBS FINANCIAL SERVICES INC. (CLEARWATER FL)
FL
02/27/2006 - 06/22/2006
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
10/10/2005 - 12/08/2005
COMMONWEALTH CAPITAL SECURITIES CORP. (TARPON SPRINGS FL)
MI
08/04/2005 - 09/13/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MA
11/01/2004 - 08/03/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/01/2004 - 08/03/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
09/20/2004 - 10/25/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
06/13/2003 - 08/31/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
07/01/2002 - 05/30/2003
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
FL
01/26/2001 - 07/09/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 7/8/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/7/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/18/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 1/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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