Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuanhan? Claim Your ProfileYuanhan Ji is a financial advisor at Wells Fargo Clearing Services, LLC with over 6 years of experience in the financial services industry. Yuanhan is a registered representative in California, Missouri and Texas and has passed several industry exams, including the Series 7, Series 63 and Series 66 exams. Yuanhan has a strong background in portfolio management, financial planning and investment consulting. Yuanhan has worked previously at Scottrade, Inc., where they gained experience in the securities 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/19/2023 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
MO
03/22/2017 - 01/08/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 05/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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