Unclaimed
Lue Yang is a registered representative with W&S Brokerage Services, Inc., based in St. Paul, MN. Lue has been in the securities industry since June 2014. Lue holds Series 6, Series 63 and SIE licenses and is registered in Minnesota and Wisconsin. Lue specializes in providing financial planning and portfolio management services for 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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
07/01/2014 - Present
W&S Brokerage Services, Inc. (St. Paul MN)
BC
Issued 05/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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