Yolanda DegrangeCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Planning Solutions Group, LLC
|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|
Total Assets Under Management3,536MILLIONS
Total Number of Accounts1,013ACCOUNTS
Average Account Value$3,490,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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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