Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yi? Claim Your ProfileYi Weng is a registered representative with LPL Financial LLC, and has been in the financial services industry for over 6 years. Yi has a Series 66 license and a Series 7 license. Yi also has a Uniform Combined State Law Examination license. Yi Weng is registered to provide investment advice in New York. Yi Weng previously worked at United Planners' Financial Services of America A Limited Partner. Yi Weng's previous firm, Cudlipp Advisor Services LLC, was located in Pittsford, New York. Yi Weng specializes in retirement planning, financial planning, investment management and insurance. Yi Weng's clients are typically individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Yi Weng's firm has over $50 billion in assets under management and provides a variety of investment advisory services, including financial planning, portfolio management, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
07/11/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
11/09/2015 - 05/02/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PITTSFORD NY)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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