Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail Yu is a financial professional with over 30 years of experience in the industry. Abigail Yu is currently registered with Packerland Brokerage Services, Inc., and has been with the firm since October 2018. Prior to that, Abigail Yu was registered with Foresters Equity Services, Inc., New England Securities, PRUCO Securities, LLC., The Prudential Insurance Company of America, and Equico Securities, Inc.. Abigail Yu is a licensed representative in California and Nevada and specializes in financial planning, portfolio management for individuals, pension consulting, and educational seminars. Abigail Yu has a deep understanding of the financial markets and a commitment to providing her clients with personalized advice and service.
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.
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
CA
10/12/2018 - Present
Packerland Brokerage Services, Inc. (City of Industry CA)
CA
05/11/2015 - 10/12/2018
FORESTERS EQUITY SERVICES, INC. (CITY OF INDUSTRY CA)
CA
06/06/2005 - 01/13/2015
NEW ENGLAND SECURITIES (PASADENA CA)
NJ
05/08/1991 - 05/20/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
05/08/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
03/18/1991 - 04/26/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/18/1991 - 04/26/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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