Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yun yan? Claim Your ProfileYun yan Chi is a registered representative with J.P. Morgan Securities LLC. Yun yan Chi is licensed to offer investment advisory services in Connecticut, New Jersey, and New York. Yun yan Chi has passed the Series 6, Series 63, and SIE exams. Yun yan Chi is specialized in various investment products and services including Variable Annuities, Mutual Funds, Life Insurance, and Fixed Annuities. Yun yan Chi has been in the industry since September 25, 2017.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/26/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 10/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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