Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ingrid? Claim Your ProfileIngrid Shang-ying Yeh is an investment advisor representative registered with Kestra Advisory Services, LLC in California. Ingrid holds a Series 65 license and is registered with the state of California. Ingrid has experience in the financial services industry and has worked with a number of clients, including individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations and corporations. Ingrid provides financial planning, portfolio management, and selection of other advisors services.
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.
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
06/24/2024 - Present
Kestra Advisory Services, LLC (SAN JOSE CA)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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