Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Kathy Dean is a financial advisor with Fidelity Personal And Workplace Advisors. Yvonne has been in the financial services industry since 1997. Yvonne is a Certified Financial Planner and has been with Fidelity Personal And Workplace Advisors since 2020. Prior to joining Fidelity Personal And Workplace Advisors, Yvonne worked at OneAmerica Securities, Inc., Ameriprise Financial Services, Inc. and Charles Schwab & Co., Inc.
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.
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.
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
IN
12/24/2020 - Present
Fidelity Personal AND Workplace Advisors (INDIANAPOLIS IN)
IN
10/30/2018 - 10/20/2020
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/28/2017 - 09/11/2018
AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
MI
05/23/2016 - 05/09/2017
CUSO FINANCIAL SERVICES, L.P. (ST. JOSEPH MI)
IN
08/27/2014 - 01/19/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
01/28/2013 - 07/29/2014
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
09/18/1995 - 10/25/2012
THRIVENT INVESTMENT MANAGEMENT INC. (GREENWOOD IN)
BOTH
Issued 11/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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