Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ye? Claim Your ProfileYe Edward Huang is an active investment advisor representative. Ye Edward Huang is registered with Lifemark Securities Corp. and has been in the industry since 1998. Ye Edward Huang has held previous registrations with Foresters Equity Services, Inc., MetLife Securities Inc., AXA Advisors, LLC, and Mony Securities Corporation. Ye Edward Huang has a total of 6 years of experience in the securities industry and 20 years in the investment advisory industry. Ye Edward Huang is registered with the state of Massachusetts as an Investment Adviser Representative. Ye Edward Huang is also a registered Representative with FINRA. Ye Edward Huang specializes in financial planning, portfolio management for individuals, and selection of other advisors. Ye Edward Huang also has experience in estate planning and insurance.
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.
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
NY
11/20/2018 - Present
Lifemark Securities Corp. (Pearl River NY)
CA
08/06/2014 - 10/31/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MA
02/10/2009 - 08/01/2014
METLIFE SECURITIES INC. (NATICK MA)
MA
06/01/2005 - 02/25/2009
AXA ADVISORS, LLC (WELLESLEY MA)
NY
02/18/1998 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 10/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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