Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yulando? Claim Your ProfileYulando Fitzgerald Wallace is a financial advisor with Mutual of Omaha Investor Services, Inc. Yulando is a registered representative in Virginia. Yulando has experience in financial services. Yulando specializes in financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
VA
12/03/2019 - Present
Mutual OF Omaha Investor Services, Inc. (GLEN ALLEN VA)
VA
08/19/2015 - 11/21/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (PRINCE GEORGE VA)
VA
06/22/2010 - 08/19/2015
INFINEX INVESTMENTS, INC. (PETERSBURG VA)
VA
01/04/2010 - 06/23/2010
WATERFORD INVESTOR SERVICES, INC. (PETERSBURG VA)
VA
08/09/2004 - 12/23/2009
COMMUNITY BANKERS SECURITIES, LLC (PETERSBURG VA)
CA
04/16/2002 - 08/09/2004
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
01/04/2002 - 04/08/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IN
12/21/1999 - 11/23/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/21/1999 - 11/23/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/31/1999 - 12/03/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/31/1999 - 12/03/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
VA
04/18/1996 - 02/26/1999
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
VA
05/25/1993 - 06/06/1995
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MN
03/18/1993 - 05/24/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/18/1993 - 05/24/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/04/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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