Yolanda B. Cintron
Professional summary
Yolanda Beal Cintron, who also goes by Yolanda Beal, Yolanda Beal Chance, Yolanda Chance, Yolanda Salinas, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ocala, Florida and TRUIST INVESTMENT SERVICES, INC. located in Ocala, Florida.
Yolanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Yolanda has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yolanda Beal Cintron's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 25, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 9290 Sw State Rd 200, Ocala, FL 34476September 7, 2012 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3990 Sw College Rd, Ocala, FL 34474Office #2: 9290 Sw Highway 200, Ocala, FL 34481Office #3: 20270 E Pennsylvania Ave, Dunnellon, FL 34432September 18, 2012 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
August 13, 2012 - September 10, 2012
WELLS FARGO CLEARING SERVICES, LLC
August 10, 2012 - September 10, 2012
WELLS FARGO CLEARING SERVICES, LLC
August 24, 2001 - August 13, 2012
TRUIST INVESTMENT SERVICES, INC.
August 23, 2001 - August 13, 2012
TRUIST INVESTMENT SERVICES, INC.
June 30, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
June 30, 1999 - November 8, 2000
EQUITABLE ADVISORS, LLC
October 22, 1998 - May 18, 1999
METROPOLITAN LIFE INSURANCE COMPANY
October 22, 1998 - May 18, 1999
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/2/2022)
(5/30/2024)
(5/8/2020)
(9/7/2012)
(8/25/2016)
(6/24/2020)
(9/2/2020)
(6/24/2020)
(9/15/2025)
(12/17/2021)
(9/17/2012)
(2/8/2024)
(3/25/2025)
(8/31/2021)
(6/24/2020)
(8/14/2017)
(8/17/2018)
(4/10/2019)
(5/3/2021)
(2/15/2022)
(9/29/2023)
(11/6/2024)
(10/15/2020)
(6/24/2020)
(7/6/2023)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
