Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Lara Silguero is a financial advisor at LPL Financial LLC. Yvonne is based in MCALLEN, TX and has been in the financial services industry since 1999. Yvonne has been registered with LPL Financial LLC since 2008. Previously Yvonne was registered with RAYMOND JAMES FINANCIAL SERVICES, INC. in PHARR, TX from 1999-2008. Yvonne is licensed to sell securities in 31 states.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/13/2008 - Present
LPL Financial LLC (MCALLEN TX)
TX
09/22/1999 - 03/11/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (PHARR TX)
BOTH
Issued 11/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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