Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yi ping? Claim Your ProfileYi ping Chou is a financial advisor with over 17 years of experience in the financial industry. Yi ping is currently registered with Emerson Equity LLC in Irvine, California. Prior to joining Emerson Equity LLC, Yi ping Chou was with NPB FINANCIAL GROUP, LLC. Yi ping holds Series 7, 6, 63, 65, and 26 licenses. Yi ping Chou specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. Yi ping has a strong track record of helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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
CA
10/18/2021 - Present
Emerson Equity LLC (Irvine CA)
CA
01/31/2014 - 10/19/2021
NPB FINANCIAL GROUP, LLC (SUNNYVALE CA)
CA
09/07/2005 - 02/06/2014
INVESTACORP, INC. (SUNNYVALE CA)
GA
03/07/2005 - 09/08/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 08/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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