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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Yu is a financial advisor with Abacus Wealth Partners in Santa Monica, California. Walter Yu has been in the financial industry since 2011. Walter Yu is a registered Investment Advisor Representative with the state of California. Walter Yu is licensed to provide financial advice to individuals, corporations, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Walter Yu is also licensed to provide portfolio management for businesses and individuals. Walter Yu is a registered Investment Advisor Representative with the state of California. Walter Yu has a Series 56 and Series 65 license.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
07/27/2015 - Present
Abacus Wealth Partners (SANTA MONICA CA)
NY
03/21/2011 - 07/09/2012
T3 TRADING GROUP, LLC (NEW YORK NY)
IA
Issued 07/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
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