Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yee? Claim Your ProfileYee Derrick Feng is an Investment Advisor Representative who is currently registered with Pathstone. Yee has been in the industry since 2000 and has held previous positions at TD Ameritrade, Inc. Yee is also the owner of FENG IMAGES, LLC, a non-investment related photography business.
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.
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.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
10/23/2020 - Present
Pathstone (BELLEVUE WA)
WA
07/20/2007 - 08/27/2008
TD AMERITRADE, INC. (SEATTLE WA)
WA
11/10/2000 - 06/01/2006
TD AMERITRADE, INC. (SEATTLE WA)
IA
Issued 01/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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