Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yongyi? Claim Your ProfileYongyi Fan is a financial advisor with TLG Advisors, Inc., a firm headquartered in Littleton, CO. Yongyi is licensed to provide financial advice in both Colorado and Michigan. Yongyi has a wide range of experience in the financial industry, having worked with several firms over the years. Yongyi is also a registered investment advisor representative, which means that Yongyi is able to provide investment advice to individuals and institutions.
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.
Placement of institutional funds
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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MI
12/21/2021 - Present
TLG Advisors, Inc. (Ann Arbor MI)
OH
10/20/2021 - 11/19/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (MAUMEE OH)
CO
08/10/2020 - 10/01/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
05/05/2020 - 08/13/2020
GLOBALINK SECURITIES, INC. (PASADENA CA)
MI
01/21/2019 - 04/24/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (ANN ARBOR MI)
OH
06/05/2015 - 01/14/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (CINCINNATI OH)
MI
09/11/2013 - 10/14/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (FARMINGTON HILLS MI)
GA
04/12/2002 - 10/14/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
06/02/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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