Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Rose Bourk is a financial advisor with U.S. Bancorp Investments, Inc., based in Sioux Falls, South Dakota. Yvonne has over 17 years of experience in the financial services industry, beginning in 2005. Yvonne holds the Series 6, 7, 63, and 66 licenses. Yvonne has a history of working for several well-known firms including Merrill Lynch, Wells Fargo Advisors, LLC, BB&T Investment Services, Inc., and Citizens Securities, Inc. Yvonne specializes in providing financial advice and services to individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
SD
02/13/2023 - Present
U.s. Bancorp Investments, Inc. (Sioux Falls SD)
FL
03/02/2022 - 10/04/2022
CITIZENS SECURITIES, INC. (Naples FL)
FL
08/21/2015 - 01/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
FL
06/01/2011 - 08/24/2015
BB&T INVESTMENT SERVICES, INC. (NAPLES FL)
FL
03/31/2008 - 04/05/2011
WELLS FARGO ADVISORS, LLC (FORT MYERS FL)
FL
04/15/2005 - 03/19/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
BOTH
Issued 08/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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