Yoshia Monique Hence

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

• 09/2015 → 06/2019
  Foresters Financial
  San Antonio, TX
• 11/2017 → 11/2019
  Uber
  San Antonio, TX
• 11/2017 → 11/2019
  Lyft
  San Antonio, TX
• 06/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 08/2022 → Present
  Cetera Investment Advisers Llc
  San Antonio, TX

Other Businesses

1)RENTAL PROPERTY 2) ALUMNI CHAPTER SECRETARY FOR BAMA SAN ANTONIO-UNIVERSITY OF ALABAMA NATIONAL ALUMNI ASSOCIATION, 1/2/HR/WK

Exams

• S66 Uniform Combined State Law Examination
  2022-08-06
• S63 Uniform Securities Agent State Law Examination
  2015-04-28

Designations

• Chartered Financial Consultant