Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yan? Claim Your ProfileYan Zhang is a financial professional with experience in the securities industry. Yan is currently registered with Ace Diversified Capital, Inc. and holds a Series 7TO, Series 63 and Series 24 licenses. Yan has been in the industry since August 14, 2019. Previously, Yan was employed by GLOBALINK SECURITIES, INC.
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.
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.
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2
CA
08/22/2022 - Present
ACE Diversified Capital, Inc. (SAN GABRIEL, CA)
CA
09/24/2019 - 08/31/2022
GLOBALINK SECURITIES, INC. (Monrovia CA)
BC
Issued 07/24/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 09/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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