Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yun? Claim Your ProfileYun Huang is an investment advisor representative with Charles Schwab & CO., Inc. Yun has been in the industry since May 19, 2007, and holds the Series 66, Series 7 and SIE licenses. Yun is registered in 13 states and has been registered with Charles Schwab & CO., Inc. since January 13, 2022. Prior to that, Yun worked at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Yun also provides yoga and meditation instruction.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/13/2022 - Present
Charles Schwab & CO., Inc. (Fremont CA)
CA
01/03/2011 - 01/10/2022
WELLS FARGO CLEARING SERVICES, LLC (UNION CITY CA)
CA
05/18/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (UNION CITY CA)
BOTH
Issued 06/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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