Yolande Circosta, financial advisor Columbus OH
81 score

Yolande Circosta

CRD Number: 4611181
Current Firm: Signator Investors, Inc.

Yolande Circosta (CRD# 4611181) is an Investment Advisor Representative working at Signator Investors, Inc. in Columbus, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Jhfn Sii Columbus, OH Jan 2013 - Current 3
Guardian Life Insurance Company Columbus, OH Sep 2010 - Jan 2013 2
Park Avenue Securities Columbus, OH Sep 2010 - Jan 2013 2
New England Securities Columbus, OH Jul 2005 - Aug 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Yolande D. Circosta
Phone Number: 800-543-6611
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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