Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Ingamells Ceresa is a financial advisor with Edward Jones. Yvonne has been working in the financial services industry since 2001 and has experience at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Barclays Global Investors Services. Yvonne is registered to offer securities and investment advisory services in 22 states including California, Texas, Florida, and Georgia. Yvonne holds the Series 3, 7, 27, 63, and 66 licenses. Yvonne specializes in financial planning, pension consulting, and portfolio management for 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
CA
12/27/2018 - Present
Edward Jones (MARTINEZ CA)
CA
12/09/2008 - 04/16/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
11/01/2002 - 12/04/2008
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
NA
10/07/1992 - 07/27/1994
D.S. KENNEDY & CO.
BOTH
Issued 01/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2001
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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