Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Laurence Yap is a financial professional with over 12 years of experience in the financial services industry. Steven Yap is registered with State Farm Investment Management Corp., and has offices in Marietta, GA and WALESKA, GA. Steven Yap is a Chartered Financial Consultant. Steven Yap has passed the Series 6, Series 63 and SIE exams. Steven Yap is licensed to provide investment advice in Georgia and Florida. In addition to his financial advisory services, Steven Yap also provides insurance services through Steven Yap's Insurance Agency. Steven Yap is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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GA
10/08/2021 - Present
State Farm Investment Management Corp. (Marietta GA)
BC
Issued 04/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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