Unclaimed
Yuyen Chang is an investment advisor representative and is associated with Kayne Anderson Rudnick Investment Management, LLC. Yuyen Chang is licensed and registered to provide investment advisory services in California and Washington. Yuyen Chang's licenses and registrations include Series 65. Yuyen Chang has professional designations including Certified Financial Planner and Chartered Financial Analyst. Yuyen Chang also has experience working for GPS Capital Management, LLC, Halbert Hargrove and Creative Planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CA
06/30/2022 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
IA
Issued 03/14/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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