Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yi? Claim Your ProfileYi Hao is a financial advisor with Ameriprise Financial Services, LLC in New York, NY. Yi has been in the financial services industry since June 1, 2020. Yi holds the Series 66, Series 7TO, and SIE licenses. Yi is registered with the state of New York as both a broker-dealer and investment advisor. Yi specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses. Yi is also a Certified Financial Planner. Prior to joining Ameriprise Financial Services, LLC, Yi worked at Pruco Securities, LLC.
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.
Asset allocation services
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
08/19/2024 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
06/02/2020 - 08/29/2024
PRUCO SECURITIES, LLC. (New York NY)
BOTH
Issued 07/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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