Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yufang? Claim Your ProfileYufang Carolyn Juan is a registered investment advisor representative with Equitable Advisors, LLC. Yufang Carolyn Juan has been in the industry since 2004 and has a Series 6, 7, 63 and 66 securities licenses. Yufang Carolyn Juan works out of the Falls Church, VA branch office and is also registered in California, District of Columbia, Maryland and Virginia. Yufang Carolyn Juan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
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.
1
2
VA
06/18/2007 - Present
Equitable Advisors, LLC (FALLS CHURCH VA)
BOTH
Issued 06/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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