Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yan? Claim Your ProfileYan Meng is a financial advisor with over 10 years of experience in the industry. Yan has a strong background in the securities industry, having previously worked with well-known firms such as Wells Fargo Clearing Services, LLC and Fifth Third Securities, Inc. Currently, Yan is registered with J.P. Morgan Securities LLC, a leading investment firm with a wide range of financial services. Yan holds the Series 6 and Series 63 licenses, demonstrating their expertise in investment company products, variable contracts, and state securities laws. Yan is committed to providing personalized financial guidance to help clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
FL
02/01/2022 - Present
J.p. Morgan Securities LLC (TARPON SPRINGS FL)
FL
06/25/2019 - 01/28/2021
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
01/10/2018 - 02/13/2019
J.P. MORGAN SECURITIES LLC (Ocala FL)
IL
12/08/2008 - 12/23/2010
HARRIS INVESTOR SERVICES, INC. (SCHAUMBURG IL)
OH
10/22/2004 - 11/03/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
01/08/2003 - 08/27/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
01/11/2002 - 11/15/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 08/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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