Yvette Polster is a CFP-designated registered investment advisor, based in Mclean, VA, with 22 years of industry experience. Yvette is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8200 Greensboro Dr, Fl 8, Mclean, VA, 22102
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
May 2004 - January 2018 · 13 yrs 8 mos
Bb&t Investment Services, INC.Broker
April 2004 - January 2018 · 13 yrs 9 mos
State Registrations24 states
ARAZCACODCDEFLGAINKYLAMDMIMONCNHNJNVNYOHPATXVAVirgin Islands
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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