Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sang? Claim Your ProfileSang Chang Yi is a financial advisor at Stonex Advisors Inc. Sang has been in the financial industry since 2004, and holds the Series 7, Series 63, and Series 66 licenses. Sang has previously worked at Quest Capital Strategies, Inc., Chase Investment Services Corp., WM Financial Services, Inc., Atlas Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Donald & Co. Securities Inc., and Barron Chase Securities, Inc. Sang is a real estate agent and is also registered as a broker with the State of New Jersey.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial consulting services
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
AL
12/06/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
01/31/2008 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NJ
01/17/2006 - 03/29/2007
CHASE INVESTMENT SERVICES CORP. (PRINCETON NJ)
CA
06/30/2005 - 07/21/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/19/2005 - 06/06/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
MA
09/28/2004 - 11/05/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/28/2004 - 11/05/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
09/26/1995 - 07/31/1997
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
FL
08/22/1995 - 09/01/1995
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 11/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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