Unclaimed
Yvette Zdonowicz Bryan has been in the financial industry since 1994. Yvette is currently registered with First Horizon Advisors, Inc. in Tennessee. Previously, Yvette Zdonowicz Bryan was associated with IDS LIFE INSURANCE COMPANY and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Yvette holds licenses for Series 63, 66, 7, and 26. Yvette Zdonowicz Bryan's specializations include retirement planning, investment planning, insurance planning, and estate planning. Yvette is also involved in the community, serving on the board of the United Way of Washington County.
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.
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.
1
2
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (JOHNSON CITY TN)
MN
02/28/1995 - 05/26/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/28/1994 - 05/26/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 12/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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