Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Jenson Gurley has been a registered representative since November 28, 1996. Yvonne is currently registered with Raymond James Financial Services Advisors, Inc. and has previously been registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, MICG INVESTMENT MANAGEMENT, LLC, VSR FINANCIAL SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, and SSV SECURITIES, INC.. Yvonne is licensed in 28 states for broker-dealer activities and 2 states for investment advisor activities. Yvonne is a licensed general securities principal and general securities representative. Yvonne holds the SIE and Series 7, 24, and 66 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
10/31/2022 - Present
Raymond James Financial Services Advisors, Inc. (Newport News VA)
VA
09/05/2014 - 04/23/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEWPORT NEWS VA)
VA
06/14/2010 - 09/05/2014
WELLS FARGO ADVISORS, LLC (NEWPORT NEWS VA)
VA
10/05/2009 - 05/07/2010
MICG INVESTMENT MANAGEMENT, LLC (NEWPORT NEWS VA)
VA
10/15/2008 - 10/07/2009
VSR FINANCIAL SERVICES, INC. (NORFOLK VA)
VA
05/25/2000 - 10/08/2008
ROYAL ALLIANCE ASSOCIATES, INC. (NORFOLK VA)
NA
11/19/1989 - 02/26/1991
ROYAL ALLIANCE ASSOCIATES, INC.
NA
07/27/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/22/1987 - 08/01/1987
SSV SECURITIES, INC.
BOTH
Issued 10/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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