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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Banqi? Claim Your ProfileBanqi Yang is a financial advisor with Creative Planning in Newport Beach, CA. Banqi has been working in the financial industry since 2013. Banqi is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®. Banqi specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Banqi is also registered to provide investment advisory services in several states, including Arizona, California, Colorado, Florida, Massachusetts, Nevada, New Jersey, New York, Oregon, South Dakota, Tennessee, Texas, Utah, Washington, and Wyoming.
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.
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
09/26/2024 - Present
Creative Planning (Irvine CA)
CA
05/12/2015 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
CA
06/26/2013 - 03/31/2015
MORGAN STANLEY (SANTA BARBARA CA)
BOTH
Issued 07/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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