Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Yuchen Sun is a financial advisor with Transamerica Financial Advisors, Inc. Roy is registered with the state of Texas and holds the Series 6, Series 63 and SIE licenses. Roy has been in the industry since August 13, 2013 and has experience working with high-net-worth individuals, individuals, corporations, and charitable organizations. Roy's primary focus is on portfolio management for individuals and selection of other advisors.
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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TX
08/14/2013 - Present
Transamerica Financial Advisors, Inc. (PLANO TX)
BC
Issued 07/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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