Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuda? Claim Your ProfileYuda Jiang is a registered representative with MML Investors Services, LLC, an investment firm with offices in Springfield, MA. Yuda has been in the financial services industry since 1998, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Yuda is registered in several states and holds a variety of licenses and certifications. Yuda's practice focuses on financial planning, portfolio management, and educational seminars. Yuda's firm provides a range of advisory services, including asset allocation, portfolio management for individuals and businesses, and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (FREMONT CA)
CA
05/05/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
05/05/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OAKLAND CA)
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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