Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yue? Claim Your ProfileYue Yu is an investment advisor representative registered with American Fundstars in Newport Beach, CA. Yue is a Series 65 license holder, has been in the industry since 2014, and has experience at firms such as Alibaba Group and Kexun Venture Capital Fund Partnership Enterprise. Yue specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles. They are also involved in selecting other advisors for clients. Yue's firm has over $276 million in assets under management.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/08/2024 - Present
American Fundstars (NEWPORT BEACH CA)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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