Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Yam is a financial advisor at Paraiba Wealth Management LLC. Allan has been in the financial services industry since 1996 and has a Series 7 and Series 63 license. Allan is a Certified Financial Planner. Allan previously worked at Charles Schwab & Co., Inc. and Robertson, Stephens & Company LLC. Allan has a strong background in financial planning and portfolio management for individuals. Allan is a dedicated and experienced financial advisor who is committed to providing clients with personalized financial advice.
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.
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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CA
09/12/2022 - Present
Paraiba Wealth Management LLC (HERCULES CA)
TX
10/23/1996 - 10/19/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
06/20/1995 - 03/04/1996
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
CA
05/11/1994 - 09/13/1994
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 03/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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