Unclaimed
Debbie Yang has been a financial advisor for over 9 years. Debbie works with clients in California and specializes in helping individuals and investment companies. Debbie is registered with State Farm Investment Management Corp. and has Series 6, 63 and SIE licenses. Debbie also holds the Chartered Financial Consultant designation. In addition to her role as a financial advisor, Debbie is the owner of Debbie Yang's Insurance Agency, an insurance agency focused on State Farm Mutual Automobile Insurance Company and its affiliates.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/13/2024 - Present
State Farm Investment Management Corp. (San Jose CA)
BC
Issued 10/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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