Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Morris is a financial advisor with Planmember Securities Corp., licensed to sell securities in Texas since February 20, 2015. Yvonne has been working in the financial industry since November 7, 2000. She has a Series 6 license as well as the Securities Industry Essentials (SIE) exam. Yvonne's previous experience includes positions with Brokers International Financial Services, LLC., Lincoln Investment, Great American Advisors, Inc., Intervest International Equities Corporation and Conseco Securities, Inc. Planmember Securities Corp. is a financial advisory firm with a focus on providing financial planning 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.
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.
Provides investment supervisory 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
02/20/2015 - Present
Planmember Securities Corp. (Karnes City TX)
TX
09/10/2013 - 12/31/2014
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (KARNES CITY TX)
TX
08/02/2010 - 07/31/2013
LINCOLN INVESTMENT (KARNES CITY TX)
TX
01/04/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (KARNES CITY TX)
CO
06/10/2002 - 11/02/2004
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
IN
06/09/2000 - 06/10/2002
CONSECO SECURITIES, INC. (CARMEL IN)
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yvonne Morris is the right advisor for you? Invested Better is here to help.
