Yvette Renee Ferris

Current Employers

Employment History

• 01/2016 → 03/2017
  Pnc Bank
  Wrightsville, NC
• 01/2016 → 03/2017
  Pnc Investments Llc
  Pittsburgh, PA
• 09/2017 → Present
  Cuna Mutual Group
  Madison, WI
• 09/2017 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 04/2017 → 09/2017
  Unemployed
  Madison, WI
• 05/2022 → 04/2023
  Lpl Financial Llc
  Monona, WI
• 04/2023 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA

Previous Registrations

• 2022-05-18 → 2023-04-25
  Lpl Financial Llc
  Monona, WI
• 2017-10-04 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Madison, WI
  Madison, WI
  Monona, WI
• 2016-02-11 → 2017-03-28
  Pnc Wealth Management Llc
  Wilmington, NC
• 2014-07-15 → 2015-06-30
  Ameriprise Financial Services, Llc
  Middleton, WI
• 2013-10-15 → 2014-07-14
  Wells Fargo Clearing Services, Llc
  Greenville, SC
  Moore, SC
  Greenville, SC

Other Businesses

1)05/18/2022- No Business Name - Not Investment Related- Home Based - Author - Author - Start Date - 2012 - 16 Hours Per Month YVETTE FERRIS POSITION: Owner NATURE: I will be teaching online courses in fiction writing. I will also be coaching writers and offering beta reading services. These courses and activities are not related to the financial services industry or investments. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 4319 Monona Dr, Monona WI 53716, United States DESCRIPTION: I will generate course material and promote the courses and coaching services via podcasts and advertisements, and willteach the courses online.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-14
• S63 Uniform Securities Agent State Law Examination
  2008-04-02

Other Names

• Yvette R Ferris