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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuliya? Claim Your ProfileYuliya Wiss is a financial advisor at Raymond James Financial Services Advisors, Inc. Yuliya has been in the financial services industry since 2005 and is registered to offer investment advice in 9 states. Yuliya's primary focus is on helping individual investors and small businesses achieve their financial goals. Yuliya is also a partner in Lumen Wealth Group LLC. Yuliya Wiss is committed to providing her clients with personalized financial advice and guidance, and works to build long-term relationships with them.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
02/12/2025 - Present
Raymond James Financial Services Advisors, Inc. (Culver City CA)
CA
03/01/2010 - 08/08/2017
WADDELL & REED (TORRANCE CA)
CA
10/31/2005 - 03/03/2010
SAGEPOINT FINANCIAL, INC. (WOODLAND HILLS CA)
AZ
04/19/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 08/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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