linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wing Chung Yip

Park Avenue Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wing? Claim Your Profile

About Wing Chung Yip

Wing Chung Yip is a financial advisor registered with Park Avenue Securities LLC. Wing Chung Yip is also an Investment Advisor Representative. Wing Chung Yip is licensed to conduct business in New Jersey and New York. Wing Chung Yip has been in the financial industry since December 21, 2002 and has held previous positions at HSBC Securities (USA) Inc., ING Financial Partners, Inc., Chase Investment Services Corp. and Charles Schwab & Co., Inc..

Firm Information

Wing Yip is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wing Yip’s Registration & Firm History

NY

06/03/2021 - Present

Park Avenue Securities LLC (FLUSHING NY)

NY

01/06/2009 - 01/16/2020

HSBC SECURITIES (USA) INC. (FLUSHING NY)

NY

05/22/2006 - 12/08/2008

ING FINANCIAL PARTNERS, INC. (FLUSHING NY)

NY

03/02/2006 - 05/30/2006

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

IL

04/30/2003 - 12/31/2004

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

TX

05/10/2000 - 05/01/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

Not sure if Wing Chung Yip is right for you?

Licenses & Designations

IA

Issued 10/25/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Wing Chung Yip. Review regulatory record here.
Not sure if Wing Chung Yip is right for you?