Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yan? Claim Your ProfileYan Yu is a financial advisor who has been working in the financial services industry since 2017. Yan holds Series 6, SIE, and Series 63 securities licenses and is a Certified Financial Planner. Yan is currently registered with Forvis Mazars Wealth Advisors, LLC in Indiana. Prior to joining Forvis Mazars Wealth Advisors, LLC, Yan worked at W&S Brokerage Services, INC. in Columbus, Indiana. Yan has experience working with clients in a variety of industries, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Yan is passionate about helping clients achieve their financial goals. Yan provides financial planning, portfolio management, pension consulting, and educational seminars to clients.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
01/12/2023 - Present
Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)
IN
11/30/2017 - 07/16/2018
W&S BROKERAGE SERVICES, INC. (Columbus IN)
BC
Issued 02/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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