Unclaimed
Yin chung Huang is a financial advisor currently registered with Catalytic Wealth Management. Yin chung Huang has over 10 years of experience in the financial services industry. Yin chung Huang holds a Series 66 license, a Series 7 license and a SIE license and is registered in Washington. Previously Yin chung Huang was registered with J.P. MORGAN SECURITIES LLC and FIRST REPUBLIC SECURITIES COMPANY, LLC. Prior to working in the financial services industry, Yin chung Huang worked for First Republic Bank and First Republic Investment Management, Inc. Catalytic Wealth Management is an SEC registered investment advisor that manages assets for individuals and businesses. The firm's focus is on providing financial planning, portfolio management and selection of other advisors. Catalytic Wealth Management has over $2 billion in assets under management.
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.
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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WA
01/19/2024 - Present
Catalytic Wealth Management (Bellevue WA)
WA
09/29/2023 - 01/20/2024
J.P. MORGAN SECURITIES LLC (Bellevue WA)
WA
03/04/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Bellevue WA)
BOTH
Issued 06/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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