Unclaimed
Andy Xianyang Song an is a financial professional with over 2 years of experience in the industry. Andy is currently registered with Ernst & Young Capital Advisors, LLC and is licensed to provide investment advice in California, Massachusetts, New York, and Utah. Andy holds FINRA Series 63, Series 66, SIE, and Series 79TO licenses and is an active participant in the industry. Prior to joining Ernst & Young Capital Advisors, LLC, Andy worked at ALANTRA, LLC and CAPSTONE PARTNERS.
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.
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.
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2
CA
04/18/2024 - Present
Ernst & Young Capital Advisors, LLC (SAN FRANCISCO CA)
CA
01/25/2023 - 02/27/2024
ALANTRA, LLC (San Francisco CA)
CO
08/25/2022 - 09/13/2022
CAPSTONE PARTNERS (Denver CO)
BC
Issued 09/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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