Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yitao? Claim Your ProfileYitao Huang is a registered investment advisor representative with MML Investors Services, LLC, operating out of the Dublin, California branch office. Yitao has been in the industry since March 10, 2014. Yitao holds licenses to advise clients on a variety of financial products and services including those related to Series 6, Series 7 and Series 63 exams. Yitao specializes in providing financial advice to individuals, corporations and businesses and has experience working with clients in a variety of industries. In addition to their work at MML Investors Services, Yitao also operates a personal rental property business.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
09/05/2024 - Present
MML Investors Services, LLC (Dublin CA)
CA
08/12/2024 - 08/20/2024
NYLIFE SECURITIES LLC (SAN RAMON CA)
CA
11/15/2013 - 05/02/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN LORENZO CA)
IA
Issued 04/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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