Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuenman? Claim Your ProfileYuenman Mak, a Certified Financial Planner, is a financial advisor with LPL Financial LLC. Yuenman has been in the financial services industry since 1998. Yuenman specializes in providing a range of financial planning and advisory services to individuals, businesses, and institutions. Yuenman has experience working with clients of all ages and income levels. She is committed to providing personalized financial advice that meets the unique needs of each client.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
06/07/2016 - Present
LPL Financial LLC (SUNNYVALE CA)
MA
03/12/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
08/13/2008 - 03/12/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (SAN JOSE CA)
CA
03/14/2003 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SAN JOSE CA)
MA
07/10/2001 - 03/20/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/10/2001 - 03/20/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/05/1998 - 07/16/2001
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 09/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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