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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yisen? Claim Your ProfileYisen Cai is a financial advisor with Osaic Advisory Services, LLC in Newport Beach, California. Yisen has been in the industry since 2012 and is registered in California, Georgia, Oklahoma, South Carolina, and Texas. Yisen specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Yisen holds Series 7 and Series 63 licenses, as well as the SIE. Yisen is a Certified Financial Planner. Yisen is also the owner of William and Wade Wealth, an investment-related business located in Atlanta, GA, and Yisen Cai, a business based out of Newport Beach, CA, where Yisen provides life insurance and annuity products to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
08/13/2021 - Present
Osaic Advisory Services, LLC (Newport Beach CA)
GA
11/28/2012 - 09/18/2015
CERTUSSECURITIES, INC. (ATLANTA GA)
GA
09/26/2012 - 11/29/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
BC
Issued 06/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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