Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuchen? Claim Your ProfileYuchen Wang is a financial advisor based in New York, NY. Yuchen is currently registered with Finalis Securities LLC. Yuchen holds the Series 63, Series 79TO, Series 82TO, and SIE licenses and has been in the industry since July 2024. Yuchen is registered in California as a broker-dealer.
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.
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NY
07/13/2024 - Present
Finalis Securities LLC (New York NY)
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/12/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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