Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine Hui-ju Yang is a financial advisor registered with Cetera Investment Advisers LLC and has been in the industry since December 17, 2000. Josephine is also licensed to provide investment advice in Washington and has been active with the firm since September 25, 2017. Before joining Cetera Investment Advisers LLC, Josephine worked with LPL Financial LLC and Cetera Investment Services LLC. Josephine has earned several licenses and certifications including Series 6, Series 7, Series 63, and Series 66 exams. Josephine specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Cetera Investment Advisers LLC offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for investment companies.
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.
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.
1
2
WA
09/25/2017 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
WA
02/28/2017 - 09/25/2017
LPL FINANCIAL LLC (BELLEVUE WA)
WA
11/12/2007 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (BELLEVUE WA)
WA
10/12/2000 - 09/05/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (BELLEVUE WA)
BOTH
Issued 06/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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