Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Span is a financial professional with over 15 years of experience in the industry. Yolanda is currently a Registered Representative for Oneamerica Securities, Inc. in Indianapolis, IN. Prior to joining Oneamerica Securities, Inc., Yolanda was registered with CETERA ADVISOR NETWORKS LLC, LPL FINANCIAL LLC, VANGUARD MARKETING CORPORATION, LINCOLN FINANCIAL SECURITIES CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, and BANC OF AMERICA INVESTMENT SERVICES, INC.. Yolanda is a Series 66, Series 53, Series 4, Series 24, Series 52TO, SIE, and Series 7 licensed professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
05/13/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
PA
03/28/2022 - 05/09/2024
CETERA ADVISOR NETWORKS LLC (FOLCROFT PA)
PA
09/22/2021 - 03/24/2022
LPL FINANCIAL LLC (FOLCROFT PA)
PA
01/14/2021 - 10/06/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
12/14/2016 - 07/17/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
PA
11/09/2016 - 07/17/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
PA
06/06/2008 - 11/07/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
10/12/2006 - 02/07/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PHILADELPHIA PA)
BOTH
Issued 10/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/04/2016
Series 4 - Registered Options Principal Examination
BC
Issued 06/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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