Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jiahong? Claim Your ProfileJiahong Yan is an experienced financial advisor with a strong background in the industry. Jiahong has been a registered representative since 2011. Jiahong has experience in providing financial advice and services to individuals, families, and businesses. Currently, Jiahong is a registered representative with Independent Financial Partners. Previous to that, Jiahong has also worked with Realta Equities, Inc. and Securities America, Inc. Jiahong holds Series 66, SIE and Series 7 licenses and is registered in Florida and New York.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
NY
08/06/2024 - Present
Independent Financial Partners (Uniondale NY)
NY
01/09/2018 - 08/08/2024
REALTA EQUITIES, INC. (Uniondale NY)
NY
06/01/2015 - 12/20/2017
SECURITIES AMERICA, INC. (JERICHO NY)
NY
09/24/2011 - 04/29/2015
WELLS FARGO ADVISORS, LLC (GARDEN CITY NY)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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