Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuk-kin? Claim Your ProfileYuk-kin Kuan is an investment advisor representative registered with Eagle Strategies LLC. Yuk-kin is also registered with the state of Texas as an investment advisor representative. Yuk-kin has been in the industry since 2001 and holds Series 6, 7, 63, and 65 licenses. Yuk-kin Kuan's past experience includes working with PRUCO Securities, LLC, SAGEPOINT FINANCIAL, INC., METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, ESSEX NATIONAL SECURITIES, INC., CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, CHASE INVESTMENT SERVICES CORP., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
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.
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2
TX
01/02/2019 - Present
Eagle Strategies LLC (MISSOURI CITY TX)
TX
05/24/2016 - 01/03/2017
PRUCO SECURITIES, LLC. (HOUSTON TX)
TX
10/26/2015 - 01/13/2016
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
01/02/2015 - 10/21/2015
METLIFE SECURITIES INC. (HOUSTON TX)
TX
09/10/2010 - 01/02/2015
NEW ENGLAND SECURITIES (HOUSTON TX)
TX
04/02/2008 - 08/27/2010
ESSEX NATIONAL SECURITIES, INC. (HOUSTON TX)
TX
05/29/2007 - 12/21/2007
CITIGROUP GLOBAL MARKETS INC. (SUGAR LAND TX)
TX
06/28/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (SUGAR LAND TX)
IL
02/28/2001 - 05/19/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
09/23/1998 - 02/06/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/23/1998 - 02/06/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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