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Yinan He

Interactive Brokers Corp.

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About Yinan He

Yinan He is a registered representative with Interactive Brokers Corp. and Interactive Brokers LLC. Yinan began his career in the financial industry on December 18, 2007. Yinan holds the Series 3, 7, 24, 57TO and 63 licenses. Yinan has 53 approved state registrations and 1 approved FINRA registration.

Firm Information

Yinan He is currently registered with Interactive Brokers Corp.. Interactive Brokers Corp. is a Corporation formed in 2009-01-16. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

60

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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Yinan He’s Registration & Firm History

IL

06/07/2021 - Present

Interactive Brokers Corp. (CHICAGO IL)

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Licenses & Designations

BC

Issued 07/26/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2012

Series 24 - General Securities Principal Examination

BC

Issued 11/27/2020

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2011

Series 3 - National Commodity Futures Examination

BC

Issued 12/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Yinan He.
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