Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuxin? Claim Your ProfileYuxin Tian is an Investment Advisor Representative at American Fundstars Financial Group LLC, with a branch office in Newport Beach, CA. Yuxin Tian is registered with the state of California. Yuxin Tian has a Series 65 license and has been in the industry for over 1 year. Yuxin Tian specializes in portfolio management for individuals, businesses, and pooled investment vehicles. The firm has a focus on high net worth individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
02/21/2024 - Present
American Fundstars (NEWPORT BEACH CA)
IA
Issued 06/28/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Yuxin Tian is the right advisor for you? Invested Better is here to help.
