Unclaimed
Yvonne Leslie Reitemeyer is a Registered Representative with Vicus Capital, Inc. Yvonne has been in the securities industry since 2007, and has experience with a variety of firms. Yvonne has earned the Series 66, SIE, and Series 7 securities licenses, and is also a Chartered Financial Consultant. Yvonne is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered in 8 states. Yvonne specializes in financial planning, pension consulting, educational seminars, and selection of other advisors 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
10/04/2019 - Present
Vicus Capital, Inc. (Stroudsburg PA)
PA
03/26/2009 - 10/02/2019
NATIONWIDE SECURITIES, LLC (STROUDSBURG PA)
NJ
03/31/2008 - 03/24/2009
INVEST FINANCIAL CORPORATION (PHILLIPSBURG NJ)
NJ
03/28/2007 - 04/01/2008
THRIVENT INVESTMENT MANAGEMENT INC. (PHILLIPSBURG NJ)
BOTH
Issued 04/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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