Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yi? Claim Your ProfileYi Sui is a registered investment advisor representative with Brookstone Wealth Advisors, LLC, a firm based in Wheaton, IL. Yi Sui provides financial planning and portfolio management services for individuals and businesses. Yi Sui is also a life insurance agent, which allows Yi Sui to assess life insurance/annuity needs for clients, submit applications and review policies. Yi Sui has been in the industry since 2020 and has worked with Tektronix Inc, Lighting Technologies International and Tek Systems Inc in addition to Yi Sui's current roles.
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.
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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10/17/2024 - Present
Brookstone Wealth Advisors, LLC (Beaverton OR)
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Inactive
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