Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liang-yu? Claim Your ProfileLiang-yu Taylor Chen is a financial advisor who has been in the industry since 2011. Liang-yu is currently registered with Truist Advisory Services, Inc. and is licensed to provide investment advice in Georgia. Liang-yu specializes in providing financial planning, portfolio management for individuals and businesses, selection of other advisors, and publication of periodicals. Before joining Truist Advisory Services, Inc., Liang-yu worked at Wells Fargo Advisors, LLC, CoreCap Investments, LLC, Ameritas Investment Corp., CCF Investments, Inc., and Wells Fargo Advisors, LLC. Liang-yu holds Series 7, Series 6, Series 63, Series 66, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
GA
03/10/2023 - Present
Truist Advisory Services, Inc. (DULUTH GA)
GA
12/22/2021 - 12/07/2022
WELLS FARGO CLEARING SERVICES, LLC (BUFORD GA)
GA
11/04/2019 - 08/09/2021
CORECAP INVESTMENTS, LLC (Hoschton GA)
GA
06/21/2017 - 11/07/2019
AMERITAS INVESTMENT CORP. (Buford GA)
KY
02/16/2016 - 06/21/2017
CCF INVESTMENTS, INC. (LOUISVILLE KY)
GA
05/13/2015 - 02/09/2016
WELLS FARGO ADVISORS, LLC (GAINESVILLE GA)
GA
09/12/2007 - 06/23/2011
WELLS FARGO ADVISORS, LLC (SUGAR HILL GA)
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Liang-yu Taylor is the right advisor for you? Invested Better is here to help.
