Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuna? Claim Your ProfileYuna Frances Larue is a financial advisor who has been in the industry for over two years. Yuna is currently registered with Fidelity Personal And Workplace Advisors. Yuna is also a Certified Financial Planner. Yuna has a total of two approved registrations with two approved FINRA registrations, and two approved State Registrations.
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.
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.
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2
CT
10/07/2021 - Present
Fidelity Personal AND Workplace Advisors (NEW HAVEN CT)
CT
08/13/2020 - 09/20/2021
AMERIPRISE FINANCIAL SERVICES, LLC (NORTH HAVEN CT)
BOTH
Issued 11/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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