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 is a financial advisor with Truist Advisory Services, Inc. in Duluth, GA. Liang-yu has been in the financial services industry since 2007 and has experience in providing financial planning and portfolio management services. Liang-yu has also worked with Wells Fargo Clearing Services, LLC, CoreCap Investments, LLC, Ameritas Investment Corp., CCF Investments, Inc., and Wells Fargo Advisors, LLC. Liang-yu holds Series 6, 7, 63, 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.
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Personalized portfolio management to meet individual financial objectives.
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Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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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 6/5/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 9/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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