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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Yan is an Investment Advisor Representative with Westwood Wealth Management. Michael has been registered with FINRA since October 18, 2023. Michael is a licensed Investment Advisor Representative in Texas. Michael has passed the Uniform Investment Adviser Law Examination (Series 65). Westwood Wealth Management is a Registered Investment Advisor firm with offices in Dallas, TX.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Robo advisory platform
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/18/2023 - Present
Westwood Wealth Management (DALLAS TX)
IA
Issued 10/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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