Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zhixin Yuan is a financial advisor registered in California, associated with Perella Weinberg Partners LP. Steven Yuan holds the Series 63, Series 79TO, and SIE licenses. He is actively registered with FINRA and the state of California, with his current registration date of August 14, 2023. Steven Yuan's experience in the financial services industry began on August 13, 2023. Steven Zhixin Yuan is located in the Los Angeles branch office of Perella Weinberg Partners LP.
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.
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.
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CA
08/14/2023 - Present
Perella Weinberg Partners LP (Los Angeles CA)
BC
Issued 05/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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