Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Yu is a registered investment advisor representative with Axos Invest, Inc. based in Las Vegas, Nevada. Emily is a seasoned financial professional with experience in the financial services industry since 2015. Emily has a broad range of experience and has successfully passed the Series 7TO, SIE and Series 66 exams.
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.
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
03/14/2024 - Present
Axos Invest, Inc. (San Diego CA)
BOTH
Issued 03/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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