Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Yu is a registered representative with GWN Securities Inc. and is licensed in California. Judy Yu has been in the industry for over 1 year. Judy Yu offers financial planning services, market timing services and selection of other advisers. Judy Yu's firm, GWN Securities Inc., has been serving clients since 2012. They are headquartered in Palm Beach Gardens, FL. GWN Securities Inc. manages over $3 billion in assets for a variety of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
08/01/2024 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
BOTH
Issued 04/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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