Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kuang? Claim Your ProfileKuang Feng Yang is a financial advisor with over 18 years of experience in the financial services industry. Yang is currently registered with Charles Schwab & Co., Inc. and is a Registered Representative (RA). Previously, Yang was affiliated with Integral Financial LLC, W.R. Hambrecht + Co., LLC and White Pacific Securities, Inc. Yang has held a number of licenses and passed multiple examinations including Series 63, 66, 7, 9, and 4. Yang has passed the Securities Industry Essentials Examination (SIE). Yang's areas of specialization include Financial planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
04/09/2021 - Present
Charles Schwab & CO., Inc. (San Mateo CA)
CA
08/25/2014 - 10/09/2014
INTEGRAL FINANCIAL LLC (CUPERTINO CA)
CA
03/06/2013 - 03/10/2014
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
CA
01/12/2010 - 11/08/2012
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
CA
04/30/2002 - 04/16/2010
WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)
BOTH
Issued 04/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2014
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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