Unclaimed
Euching Lin-yang is a financial professional with over 20 years of experience in the industry. Euching is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since March 2020. Previously, Euching worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for five years and Citigroup Global Markets Inc. for seven years. Euching is a Series 66, Series 7, and SIE licensed representative. Euching is also registered in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Massachusetts, New Jersey, New York, Pennsylvania, Virginia, and West Virginia. Euching has a strong track record of success in the financial services industry and is committed to providing clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/15/2020 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
NY
01/20/2015 - 03/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/29/2007 - 12/04/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/21/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BOTH
Issued 03/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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