Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuhui? Claim Your ProfileYuhui Chang is a financial advisor with over 13 years of experience in the financial services industry. Yuhui is registered with LPL Financial LLC in San Antonio, TX and holds Series 6, 7, 63, and 65 licenses. Yuhui's previous experience includes working with Waddell & Reed, First Command Financial Planning, Inc., and PFS Investments Inc. Yuhui is committed to providing personalized financial advice and helping clients achieve their financial goals. Yuhui specializes in working with individuals, corporations, pension plans, and charitable organizations.
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
TX
07/21/2021 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
07/18/2012 - 07/21/2021
WADDELL & REED (SAN ANTONIO TX)
TX
01/21/2009 - 07/27/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (CIBOLO TX)
GA
09/25/2008 - 01/21/2009
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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