Unclaimed
Yang Ju is a registered investment advisor representative associated with Morgan Stanley. Yang has been in the financial services industry for 2 years. Yang is licensed to provide investment advice in New York. Yang holds the Series 66, Series 7TO, and SIE licenses. Yang has been employed at Morgan Stanley since February 2022. Prior to Morgan Stanley, Yang was employed at Pride Technology in New York City. Yang has experience in various roles including work at Washington University in St. Louis and Penn State. Yang has a broad range of experience and is dedicated to providing their clients with personalized financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/27/2022 - Present
Morgan Stanley (New York NY)
BOTH
Issued 06/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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