Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yu-wen? Claim Your ProfileYu-wen Huang is a financial advisor with The Leaders Group, Inc. Yu-wen Huang has been in the industry since 2016. Yu-wen Huang is registered with the state of California and holds the Series 6, Series 63, and SIE licenses. Yu-wen Huang has experience with Securities America, Inc. and Investacorp, 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.
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
CO
02/24/2023 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
07/17/2020 - 10/31/2022
SECURITIES AMERICA, INC. (GLENDALE CA)
CA
06/03/2016 - 07/17/2020
INVESTACORP, INC. (GLENDALE CA)
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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