Hello! I'm Yvonne Renee Smith
Yvonne Renee Smith is a renowned investment advisor and a broker with 27 years of experience. Yvonne Renee Smith is employed by KESTRA INVESTMENT SERVICES, LLC. Which provides investment advisory service for 1800+ clients.
- yvonnereneesmith1@gmail.com
- +1 (985) 306-9804
Certification and Skills
1
Uniform Securities Agent State Law Examination
Series 63
May 20, 1996
2
Securities Industry Essentials Examination
SIE
Oct 1, 2018
3
General Securities Representative Examination
Series 7
Aug 26, 1996
Senior Financial Advisor
GENEOS WEALTH MANAGEMENT, INC.
Year Range: 2018 – 2021 Advised clients on investment strategies, retirement planning, and wealth management.- Developed and implemented personalized financial plans to meet clients’ unique objectives.
- Conducted comprehensive portfolio analysis and risk assessments to optimize investment allocations.
Investment Advisor
KESTRA INVESTMENT SERVICES, LLC
Year Range: 2021 – present- Provided expert guidance on investment products, insurance, and estate planning.
- Built and maintained long-term relationships with clients, ensuring their financial needs were met.
- Conducted regular portfolio reviews and adjustments to align with clients’ changing circumstances.
SERVICES
Investment Banking
Aiding in capital raising for entities, investment banking provides financial transaction advice, including mergers and acquisitions, and underwrites securities for investors
Portfolio Management
Strategically overseeing a set of investments like stocks and bonds to attain financial objectives involves portfolio management, balancing risk and return.
Tax Optimization
Identifying opportunities to minimize tax liabilities and maximize savings.
Financial Advisory
Guiding individuals, businesses, or organizations in managing finances and making investment decisions, financial advisory aims to help achieve specific financial goals.
Trading Services
Facilitating asset transactions like stocks and bonds, trading services, often offered by brokerage firms, enable investors to execute trades, manage portfolios, and access market data.
Cryptocurrency
Facilitating asset transactions like stocks and bonds, trading services, often offered by brokerage firms, enable investors to execute trades, manage portfolios, and access market data.
My Approach
Empathy, understanding, and client-centricity define my approach to financial advising. I believe in fostering strong, transparent relationships with my clients, where open communication and active collaboration are key. Your financial journey is unique, and I am here to tailor strategies that match your aspirations.
What My Clients Say About My Services
We are satisfied with your work & Impact Yvonne!
Yvonne Renee Smith has been a game-changer for our financial journey. Her personalized approach and deep financial knowledge have greatly benefited us. With her guidance, We feel secure and informed in our investment decisions. We highly recommend Sarah to anyone seeking expert financial advice.
– CapitalX Holdings.
Work with me, Let me grow your finances
For any inquiries or to start a conversation about your financial future, please fill out the form. I look forward to being a part of your financial success story.
Qoutes
“Time in the market, beats timing the market.” —Ken Fisher
“The biggest risk of all, is not taking one.” —Mellody Hobson