Unclaimed
Yongbin Wu is a registered representative with Globalink Securities, Inc. in Fremont, CA. Yongbin has been in the financial services industry since 2021 and has a Series 63, Series 6TO, and SIE license. Previously, Yongbin was with Equitable Advisors, LLC in Walnut Creek, CA.
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.
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.
1
2
CA
05/05/2023 - Present
Globalink Securities, Inc. (Fremont CA)
CA
02/24/2022 - 10/10/2022
EQUITABLE ADVISORS, LLC (WALNUT CREEK CA)
BC
Issued 01/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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