Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yutong? Claim Your ProfileYutong Chen is a financial advisor with Ally Invest Advisors. Yutong has been in the industry since 2015 and has experience with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Vanguard Marketing Corporation. Yutong specializes in financial planning and portfolio management for individuals and has been registered with the state of North Carolina since 2021.
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.
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.
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2
NC
10/28/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
06/21/2016 - 05/28/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
09/15/2015 - 06/17/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 01/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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