Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yiqi? Claim Your ProfileYiqi Wang is a financial professional with over 12 years of experience in the financial services industry. Yiqi is currently a Registered Representative and Investment Advisor Representative with American Fundstars. Yiqi has expertise in providing portfolio management for individuals, businesses, and pooled investment vehicles. Yiqi is dedicated to helping clients reach their financial goals through personalized financial planning and investment management strategies.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
08/17/2022 - Present
American Fundstars (NEWPORT BEACH CA)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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