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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yu? Claim Your ProfileYu Tang is an Investment Advisor Representative at Transglobal Advisory, LLC with more than 15 years of experience in the financial industry. Yu specializes in providing portfolio management for individuals, families, and businesses. Yu's approach is designed to help clients reach their financial goals through a personalized investment strategy. In addition to portfolio management, Yu also offers financial planning and cash management services. Yu is registered with the state of Maryland as an Investment Advisor Representative. Yu is committed to providing her clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Cash management and estate planning
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
12/07/2022 - Present
Transglobal Advisory, LLC (Clarksburg MD)
CA
09/01/2022 - 04/29/2024
GLOBALINK SECURITIES, INC. (PASADENA CA)
MD
09/08/2017 - 06/17/2022
TRUIST INVESTMENT SERVICES, INC. (GAITHERSBURG MD)
MD
12/16/2013 - 07/11/2017
SUNTRUST INVESTMENT SERVICES, INC. (GAITHERSBURG MD)
MD
05/29/2007 - 12/11/2013
CITIGROUP GLOBAL MARKETS INC. (ROCKVILLE MD)
MD
06/10/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (ROCKVILLE MD)
BOTH
Issued 10/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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