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Yvonne Bennett

Flourish Financial LLC

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About Yvonne Bennett

Yvonne Bennett is a financial advisor with Flourish Financial LLC. Yvonne has been in the industry since April 10, 2000. Yvonne is registered with FINRA and has a Series 6 and Series 26 license. She is also a SIE exam holder. Yvonne has experience with MML Distributors, LLC, MML Strategic Distributors, LLC, MML Investors Services, LLC, MSI Financial Services, Inc., Hartford Life Distributors, LLC, Hartford Investment Financial Services, LLC, Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., Lincoln Financial Distributors, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company.

Firm Information

Yvonne Bennett is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Yvonne Bennett’s Registration & Firm History

MA

12/21/2021 - Present

Flourish Financial LLC (Springfield MA)

MA

10/03/2018 - 05/20/2022

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

10/03/2018 - 05/20/2022

MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

02/06/2013 - 05/20/2022

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

01/30/2017 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)

CT

08/27/2009 - 12/21/2012

HARTFORD LIFE DISTRIBUTORS, LLC (SIMSBURY CT)

CT

08/07/2007 - 12/21/2012

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (SIMSBURY CT)

CT

08/07/2007 - 12/21/2012

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (SIMSBURY CT)

CT

07/19/2007 - 12/21/2012

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

CT

05/03/2001 - 07/16/2007

LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)

IN

02/23/2000 - 05/18/2001

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

02/23/2000 - 05/18/2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 07/09/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yvonne Bennett.
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