Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hongmei? Claim Your ProfileHongmei Yu is a financial advisor with Vanguard Advisers, Inc. Hongmei has been in the financial industry since 2018. Hongmei is licensed to provide investment advice in Arizona and Texas. Prior to joining Vanguard Advisers, Inc., Hongmei was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Hongmei Yu holds a Series 66, Series 7 and SIE license. Hongmei is also a Certified Financial Planner.
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.
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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TX
03/07/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
VA
03/19/2018 - 01/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
BOTH
Issued 04/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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