Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yong? Claim Your ProfileYong Yang is an investment advisor representative registered with Westlake Wealth Management, LLC. Yong Yang's registration is active in Oregon. Yong Yang has been in the industry since 2000. Yong Yang is also a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and SunAmerica Capital Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OR
11/04/2010 - Present
Westlake Wealth Management, LLC (PORTLAND OR)
OR
10/16/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
NJ
07/03/2000 - 12/20/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BOTH
Issued 11/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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