Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Harmon is a financial advisor with LPL Financial LLC. Yvonne has been in the financial industry since 2010. Yvonne holds the Series 7, Series 63 and Series 65 licenses. Yvonne previously worked with Truist Investment Services, Inc., BB&T Securities, LLC and BB&T Investment Services, Inc. Yvonne specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and other non-discretionary advisory 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.
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.
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2
VA
01/24/2022 - Present
LPL Financial LLC (CHARLOTTESVILLE VA)
VA
02/17/2021 - 09/30/2021
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
02/10/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
BC
Issued 12/03/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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