YW
YW

Yuliya Wiss

20 Years of Experience
Culver City, CA
BrokerSells Insurance

Yuliya Wiss is a registered investment advisor, based in Culver City, CA, with 20 years of industry experience.

Location

10000 Washington Blvd., Floor 6, Culver City, CA, 90232

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Yuliya sells term and permanent insurance, as well as long-term care, through BGA Insurance, dedicating a few hours per week. She also serves as team manager for her son's soccer team and is involved with Lumen Wealth Group LLC and Noble Wealth Partners.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2017 - Present · 8 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Waddell & Reed
March 2010 - August 2017 · 7 yrs 5 mos
Waddell & ReedBroker
March 2010 - August 2017 · 7 yrs 5 mos
Independent Capital Management
November 2007 - March 2010 · 2 yrs 4 mos
Sagepoint Financial, INC.Broker
October 2005 - March 2010 · 4 yrs 5 mos
Sunamerica Securities, INC.Broker
April 2005 - October 2005 · 6 mos
State Registrations40 states
AKAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMEMIMNMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Yuliya Wiss - Financial Advisor | TrueAdvisor