Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yan? Claim Your ProfileYan Feng is a financial advisor registered with LPL Financial LLC. Yan has been in the financial services industry since December 2012. Yan is a registered representative and investment advisor representative in Maryland. Yan has a Series 6, Series 63, and Series 65 licenses. Yan is also a licensed securities industry professional. Yan's previous experience includes roles at Citigroup Global Markets Inc., Capital One Investing, LLC, Capital One Investment Services LLC and Wells Fargo Advisors, LLC.
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 and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
12/16/2020 - Present
LPL Financial LLC (LINTHICUM MD)
MD
03/22/2019 - 01/29/2020
CITIGROUP GLOBAL MARKETS INC. (ROCKVILLE MD)
VA
01/02/2015 - 01/03/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
MD
03/05/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (FREDERICK MD)
MD
11/27/2012 - 03/27/2013
WELLS FARGO ADVISORS, LLC (GAITHERSBURG MD)
IA
Issued 12/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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