Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jae? Claim Your ProfileJae Yu is an investment advisor representative with Signature Investment Advisors, LLC, a firm based in Los Angeles, CA. Jae has been in the industry since 1999. Jae has experience working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jae's services include portfolio management for businesses and individuals, educational seminars, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
05/12/2021 - Present
Signature Investment Advisors, LLC (LOS ANGELES CA)
CA
10/13/2020 - 06/30/2023
ROYAL ALLIANCE ASSOCIATES, INC. (LOS ANGELES CA)
CA
05/07/2019 - 10/15/2020
BANCWEST INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
PA
11/21/2007 - 03/01/2019
PERSHING LLC (MALVERN PA)
TX
07/10/2006 - 10/29/2007
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
04/19/2005 - 11/23/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
07/06/2000 - 10/14/2004
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
NY
05/11/1999 - 05/04/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
05/11/1998 - 10/26/1998
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
PA
11/27/1996 - 09/12/1997
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 07/20/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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