Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Redmond is a financial professional with over 45 years of experience in the industry. Yvonne is currently a registered representative with Equitable Advisors, LLC. Yvonne has held previous roles with CUNA Brokerage Services, Inc., Financial Network Investment Corporation, Great Western Financial Securities Corporation, Kennedy, Cabot & Co., Brentwood Securities, Inc. and N.T. Rothschild & Co. Inc. Yvonne's registrations include Series 7TO, Series 63, Series 24 and the SIE. Yvonne specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Yvonne is currently licensed in 38 states and 2 other jurisdictions.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/08/2024 - Present
Equitable Advisors, LLC (PACIFIC PALISADES CA)
IA
07/30/1994 - 03/13/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
06/20/1991 - 07/30/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
05/14/1990 - 06/17/1991
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
08/12/1987 - 05/02/1990
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
12/02/1985 - 08/08/1987
KENNEDY, CABOT & CO.
NA
09/03/1983 - 11/29/1984
BRENTWOOD SECURITIES, INC.
NA
01/21/1981 - 02/01/1984
KENNEDY, CABOT & CO.
NA
07/29/1977 - 07/08/1979
BRENTWOOD SECURITIES, INC.
NA
12/29/1975 - 06/09/1978
N. T. ROTHSCHILD & CO. INC
NA
06/17/1975 - 01/20/1976
SECURITIES WEST, INC.
BC
Issued 09/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/12/1975
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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