Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yat hong? Claim Your ProfileYat hong Thomas Leung is a registered investment advisor with Citigroup Global Markets Inc. Yat hong has been in the financial services industry since 2017. Yat hong is also registered in the states of California, Illinois, Nevada, New Jersey, Ohio, Pennsylvania and Puerto Rico. Yat hong has experience at both J.P. Morgan Securities LLC and Citigroup Global Markets Inc. Yat hong specializes in providing asset allocation advice, financial planning, pension consulting and portfolio management for both businesses and individuals. Yat hong holds a Series 6, Series 63 and Series 65 licenses and has also passed the Securities Industry Essentials Examination. Yat hong provides various investment advisory services including asset allocation advice, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/01/2023 - Present
Citigroup Global Markets Inc. (CHICAGO IL)
IL
08/29/2017 - 03/17/2020
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IA
Issued 12/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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