Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yu? Claim Your ProfileYu Zhang is a registered representative with Park Avenue Securities LLC in Irvine, CA and Foster City, CA. Yu has been in the financial services industry for over 10 years. Yu holds a Series 66 license and has experience in financial planning, portfolio management, and educational seminars. Yu is also a registered representative of Guardian Life Insurance Company. Yu also holds a Series 6 license, but it is not currently active.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
10/18/2024 - Present
Park Avenue Securities LLC (IRVINE CA)
Active
Inactive
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