Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Monique Cabral is a financial advisor with LPL Financial LLC. Yvonne has been in the financial services industry since 1997. Yvonne has experience with a variety of financial services firms, including Independent Financial Group, LLC, Raymond James Financial Services, Inc., Commonwealth Financial Network, and A. G. Edwards & Sons, Inc. Yvonne holds the Series 7, Series 24 and Series 63 licenses and is registered in Texas and several other states. Yvonne also has extensive experience with a variety of investment strategies.
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
06/04/2024 - Present
LPL Financial LLC (HOUSTON TX)
TX
04/17/2014 - 05/31/2024
INDEPENDENT FINANCIAL GROUP, LLC (Houston TX)
TX
10/19/2012 - 04/21/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
12/07/2007 - 10/17/2012
COMMONWEALTH FINANCIAL NETWORK (HOUSTON TX)
TX
01/30/2002 - 12/18/2007
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
NY
05/20/1997 - 01/29/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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