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Yifei Wang

Open TO THE Public Investing, Inc.

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About Yifei Wang

Yifei Wang is a financial professional with Open to the Public Investing, Inc. located in New York, NY. Yifei has been in the industry since March 2021 and holds the Series 27 and SIE exams.

Firm Information

Yifei Wang is currently registered with Open TO THE Public Investing, Inc.. Open TO THE Public Investing, Inc. is a Corporation formed in 2003-05-16. The firm is registered with the SEC and all 53 states.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Yifei Wang’s Registration & Firm History

NY

03/29/2021 - Present

Open TO THE Public Investing, Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/29/2021

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yifei Wang.
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