Yona L. Munro
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Yona Liebersohn Munro, CFP®, who also goes by Yona Liebersohn Ball, Yona Abigail Liebersohn, was a registered financial professional .
Yona is a previously registered financial professional and started their career in finance in 2004. Yona had worked at 3 firms and has passed the Series 63, Series 65, Series 7, Series 2, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1991
Experience
February 19, 2021 - December 1, 2022
EMPOWERHAUS LLC
April 3, 2008 - August 15, 2012
MONTECITO GROUP
June 14, 2004 - September 6, 2007
PICKWICK CAPITAL PARTNERS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 12/5/1992
Non-Member General Securities ExaminationCurrent Firm
EMPOWERHAUS LLC
CRD#: 305272 / SEC#:
Contact information
Red Flags
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