Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yingqi? Claim Your ProfileYingqi Linghu is a financial advisor with IP Financial Advisory Services LLC. Yingqi is a Registered Investment Advisor and has been in the financial industry since 2017. She is licensed in California and also has Series 6, 7, 63 and 65 licenses. Yingqi has previously worked for Transamerica Financial Advisors, Inc., Fortune Securities, Inc., and Castle Group Investment Counsel, Inc. Yingqi provides financial planning, portfolio management, and consulting services to individuals, businesses, and retirement plans.
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.
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 services to qualified retirement plans
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.
Recurring fees
1
2
CA
02/09/2021 - Present
IP Financial Advisory Services LLC (Irvine CA)
CA
03/21/2019 - 12/31/2020
FORTUNE SECURITIES, INC. (ALHAMBRA CA)
CA
07/25/2017 - 08/02/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (IRVINE CA)
IA
Issued 04/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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