Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Curry is a financial advisor with Berthel, Fisher & Co. Financial Services, Inc. located in Irvine, CA. Yvonne has been working in the financial industry since June 1988. Yvonne holds a Series 7, Series 63, Series 24, and Series 65 license. Yvonne specializes in providing financial planning and portfolio management services for individuals and businesses. In addition to Yvonne's work with Berthel, Fisher & Co., Yvonne is a board member and treasurer for The David & Diana Sun Foundation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/26/2003 - Present
Berthel, Fisher & Co. Financial Services, Inc. (IRVINE CA)
OH
01/02/1998 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
IA
09/09/1994 - 01/01/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
CA
01/14/1994 - 09/10/1994
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
01/05/1993 - 01/25/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
05/18/1992 - 01/05/1993
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NA
07/01/1991 - 05/18/1992
UNITED PACIFIC FINANCIAL SERVICES, INC.
NA
06/07/1988 - 07/24/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 03/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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