Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Shukman Yung is a financial advisor with LPL Financial LLC. Grace has been a registered representative since 1995 and has a strong background in financial planning and investment management. Grace is a dedicated professional who is committed to helping clients achieve their financial goals. Grace's expertise includes portfolio management for individuals and businesses, financial planning, and pension consulting. Grace is also licensed to sell non-variable insurance products.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
12/17/2009 - Present
LPL Financial LLC (HOUSTON TX)
TX
03/14/1995 - 12/21/2009
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
IA
Issued 04/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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