Yolanda Degrange, financial advisor Laurel MD
96 score

Yolanda Degrange

CRD Number: 5376293
Current Firm: Transamerica Retirement Advisors, LLC

Yolanda Degrange (CRD# 5376293) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Laurel, MD and has over 8 years of experience in the finance industry. Yolanda Degrange has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Diversified Laurel, MD Nov 2012 - Current 4
Diversified Investors Securities Corp. Laurel, MD Nov 2012 - Current 4
Edward Jones St. Louis, MO Jun 2007 - Nov 2012 5
Mu Career Center Columbia, MO Oct 2003 - May 2007 3
Hazelwood District University Of Missouri-columbia St. Louis/columbia, MO Sep 1990 - May 2007 16
Subway Virginia Beach, VA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Yolanda H. Degrange
Phone Number: 866-368-0566
Registered State(s):
  • GA
  • MA
  • MD
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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