Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Marie Reyes is an investment advisor representative registered with Cambridge Investment Research Advisors, Inc. Yvonne has been in the financial services industry since 2005 and holds the Series 7, 63, and 65 licenses as well as the SIE exam. Yvonne is registered with the state of Texas as an investment advisor representative and is also registered in Florida, Kansas, Louisiana, New Mexico, and Pennsylvania. Yvonne is currently employed with Cambridge Investment Research Advisors, Inc. and has been with them since 2014. Yvonne also owns and operates Envision Wealth Management, LLC, an independent insurance agency.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
02/03/2014 - Present
Cambridge Investment Research Advisors, Inc. (Midland TX)
NE
09/02/2005 - 11/21/2005
AMERITRADE, INC. (OMAHA NE)
BC
Issued 03/29/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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