Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Bass is a financial advisor with Ameriprise Financial Services, LLC. Yvonne has been in the financial services industry since 1999. Yvonne is a Series 66, Series 7, Series 31, and SIE licensed advisor. Yvonne has held previous roles with M&T Securities, Inc., MML Investors Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Yvonne has worked with clients such as high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Yvonne provides financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management services.
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.
Asset allocation services
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.
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2
MD
01/26/2023 - Present
Ameriprise Financial Services, LLC (Gaithersburg MD)
MD
12/12/2016 - 05/02/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Bethesda MD)
DC
09/15/2015 - 10/15/2015
M&T SECURITIES, INC. (WASHINGTON DC)
MD
07/01/2010 - 09/29/2014
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
CT
06/01/2009 - 07/13/2009
MORGAN STANLEY SMITH BARNEY (NEW HAVEN CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW HAVEN CT)
CT
07/09/2004 - 04/02/2007
MORGAN STANLEY DW INC. (NEW HAVEN CT)
MN
08/26/1999 - 07/01/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/26/1999 - 07/01/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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