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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yisha? Claim Your ProfileYisha Wang is a financial advisor with Empirical Wealth Management. Yisha has been in the industry for over 7 years. Yisha is registered in California as an Investment Advisor Representative (IAR). Yisha is also a Certified Financial Planner. Yisha has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Yisha offers a range of services, including financial planning, portfolio management, and insurance services. Yisha previously worked at MSEC, LLC and Northwestern Mutual Investment Services, LLC.
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.
Tax preparation and insurance services
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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2
WA
06/24/2024 - Present
Empirical Wealth Management (SEATTLE WA)
CA
06/03/2022 - 05/22/2024
MSEC, LLC (Danville CA)
CA
07/02/2019 - 06/03/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
06/07/2017 - 02/27/2018
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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