Yolanda Copeland

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2008 → 04/2019
  Soliarena, Llc
  Kissimmee, FL
• 05/2019 → 04/2021
  Raymond James & Associates, Inc.
  Orlando, FL
• 05/2021 → 04/2023
  Allgen Financial Advisors, Inc
  Orlando, FL
• 05/2023 → 01/2024
  Unemployed
  Orlando, FL
• 01/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-06-10 → 2023-10-18
  Allgen Financial Advisors, Inc.
  Orlando, FL
• 2019-11-12 → 2021-05-10
  Raymond James & Associates, Inc.
  Orlando, FL
• 2000-12-22 → 2003-06-19
  A. G. Edwards & Sons, Inc.
  Orlando, FL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2019; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: COLLEGE PARK NEIGHBORHOOD ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: ORLANDO, FL 32804 NATURE OF BUSINESS: NEIGHBORHOOD ASSOCIATION START DATE: 06/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER IN COMMUNITY EVENTS, PROMOTING MEMBERSHIP TO THE ORGANIZATION, HELPING NEW MEMBERS JOIN THE ORGANIZATION, COLLECT VIA SQUARE APPLICATION, CHECKS OR CASH MEMBERSHIP DUES WHEN NEEDED; 3. NAME OF OTHER BUSINESS: CONVERGENT FINANCIAL PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: OFFER FINANCIAL SERVICES: INVESTMENTS, INSURANCE AND FINANCIAL ADVICE;

Exams

• S66 Uniform Combined State Law Examination
  2019-08-31
• S65 Uniform Investment Adviser Law Examination
  1999-01-15
• S63 Uniform Securities Agent State Law Examination
  1998-01-30

Other Names

• Yoly Copeland
• Yolanda Perez Carvajal
• Yolanda Perez
• Yolanda Copeland-Pérez
• Yolanda Perez Copeland