Unclaimed
Yu Chou is a registered representative with GWN Securities Inc., with a focus on individual and high-net-worth clients. Yu has been in the financial industry since December 2014, offering financial planning and market timing services, as well as investment management. Yu is licensed to provide investment advice in California and New Jersey. Yu’s previous experience with AXA Advisors, LLC provides valuable experience in the industry.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
NJ
10/05/2017 - Present
GWN Securities Inc. (ISELIN NJ)
NJ
12/22/2014 - 10/04/2017
AXA ADVISORS, LLC (EDISON NJ)
BC
Issued 09/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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