Yvette Spillman

NATIONAL RETIREMENT INSTITUTE

TEMECULA, CA 92590

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CRD#: 4325442

Professional summary

Yvette Spillman, who also goes by Yvette M Papazian, Yvette M Pyke, Yvette Mignon Pyke, Yvette Pyke, Yvette Papazian, Yvette M Spillman, Yvette Spillman, is a registered financial advisor currently at NATIONAL RETIREMENT INSTITUTE located in Temecula, California.

Yvette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Yvette has worked at 12 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yvette Spillman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 13, 2026 - Present

NATIONAL RETIREMENT INSTITUTE

Office #1: 43537 Ridge Park Drive, Temecula, CA 92590

CRD#: 4095

NEW YORK, NY

Past

January 29, 2003 - July 19, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

April 16, 2002 - November 18, 2002

FBL MARKETING SERVICES, LLC

CRD#: 5309

WEST DES MOINES, IA

Past

January 17, 2001 - April 11, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 17, 2001 - April 11, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/21/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/5/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/16/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NATIONAL RETIREMENT INSTITUTE

NATIONAL RETIREMENT INSTITUTE | NATIONAL RETIREMENT INSTITUTE, LLC

CRD#: 339474 / SEC#:

California

Registered Investment Advisory firm - (3/13/2026 Approved)

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Contact information

Main Address

43537 Ridge Park Drive, Temecula, CA 92590

Mailing Address

Phone number

(877) 745-0008

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Yvette Spillman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yvette Spillman's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIONAL RETIREMENT INSTITUTE

GRADIENT ADVISORS, LLC

SECURE INVESTMENT MANAGEMENT, LLC

KINETIC INVESTMENT MANAGEMENT, INC.

ONEAMERICA SECURITIES, INC.

OPTIVISE ADVISORY SERVICES LLC

OPTIVISE ADVISORY SERVICES LLC

VIRTUE CAPITAL MANAGEMENT, LLC

BALBOA WEALTH PARTNERS, INC.

REDHAWK WEALTH ADVISORS, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

FBL MARKETING SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2015

Series 63

Date: 3/5/2001

Series 6

Date: 1/16/2001

Current Firm

NATIONAL RETIREMENT INSTITUTE

Contact information

Documents

Red Flags

Company Information

NATIONAL RETIREMENT INSTITUTE

TRUST BUT VERIFY

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