Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Renee Smith is a financial advisor with Geneos Wealth Management, Inc. with over 28 years of experience in the financial industry. Yvonne is registered with the state of New York and holds the following licenses: Series 7, Series 63, Series 65, and Series 66. Yvonne has worked with a variety of clients including individuals, corporations, and charitable organizations. Yvonne specializes in helping clients with financial planning, investment management, and retirement planning. In addition to her role at Geneos Wealth Management, Yvonne also has experience in real estate, insurance, and notary services.
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.
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NY
08/02/2024 - Present
Geneos Wealth Management, Inc. (Orchard Park NY)
NY
05/14/2021 - 08/02/2024
KESTRA INVESTMENT SERVICES, LLC (Williamsville NY)
NY
09/24/2018 - 05/19/2021
GENEOS WEALTH MANAGEMENT, INC. (Clarence Center NY)
NY
04/07/2010 - 09/25/2018
SECURITIES SERVICE NETWORK, LLC (CHEEKTOWAGA NY)
IN
11/15/2005 - 04/01/2010
GENEOS WEALTH MANAGEMENT, INC. (INDIANAPOLIS IN)
FL
06/15/2005 - 11/18/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CO
08/21/2003 - 06/15/2005
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
SC
05/13/1998 - 09/09/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
08/27/1996 - 05/14/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/27/1996 - 05/14/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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