ADVISOR BIO

Yijia Guan is a financial advisor at UBS Financial Services Inc. Yijia has been in the financial services industry since January 2014. Yijia holds Series 6, 7, 63, and 66 licenses and is registered with the state of California. Yijia also holds the SIE license. Before joining UBS Financial Services Inc., Yijia worked at WELLS FARGO CLEARING SERVICES, LLC and HSBC SECURITIES (USA) INC.

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ADVISOR BIO

Yineth Daniela Shum chang is a financial advisor who has been active in the industry since April 9, 2022. Yineth is currently registered with Morgan Stanley and holds the Series 7TO, SIE, and Series 66 licenses. Yineth is also registered in 28 states for securities and 2 states for investment advisory services. Yineth has a strong track record of success in the financial services industry, and is committed to providing her clients with personalized advice and guidance.

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ADVISOR BIO

Ying Tang is a registered investment advisor representative with Globalink Wealth Management, LLC in Pasadena, California. Ying has been in the financial services industry since February 1, 2018. Ying holds Series 63, 65, 7 and 24 licenses. Ying specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Ying also provides selection of other advisors services. Ying has worked with individuals, businesses, and pension and profit-sharing plans.

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ADVISOR BIO

Yining Wang is a financial advisor at Morgan Stanley. Yining is based in Pasadena, CA and has been in the financial services industry for over a year. Yining has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Yining specializes in various financial services including retirement planning, insurance, and estate planning.

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ADVISOR BIO

Yiqun Li is a financial advisor at Morgan Stanley, located in Pasadena, California. Yiqun has been a registered representative since 2020 and has worked in the financial industry for over 4 years. Yiqun is licensed in multiple states and specializes in various investment areas.

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ADVISOR BIO

Yooni Chang is a financial advisor with over 30 years of experience in the financial industry. Yooni is currently registered with LPL Financial LLC as a Registered Representative and Investment Adviser Representative. Yooni specializes in providing a range of financial services, including financial planning, portfolio management, and consulting. Prior to joining LPL Financial, Yooni held positions with other prominent firms, including Republic Financial Services Corporation, The Dreyfus Service Corporation, FIMCO Securities Group, Inc., and Fortis Investors, Inc. Yooni holds multiple licenses and certifications, including Series 7, Series 6, Series 24, Series 26, Series 51, Series 63, and Series 65.

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ADVISOR BIO

Yoon ji Park is an investment advisor representative with UBS Financial Services Inc. Park has been in the industry since November 20, 2017. Park is registered to provide investment advice in Arizona, California, Florida, Michigan, Nevada, New Jersey, New York, Pennsylvania, Texas, Virginia and Wyoming. Park specializes in investments for individuals, businesses, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Park is also registered as a Registered Representative with UBS Financial Services Inc.

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ADVISOR BIO

Yu-chia Lin is a financial advisor at Morgan Stanley. Yu-chia has been in the industry since 1989. Yu-chia holds Series 7, 31, and SIE licenses as well as Series 63 and 65. Yu-chia's previous experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated and E-W Investments, Inc. Yu-chia currently provides financial advice to individual clients, high net worth individuals, corporations, business development companies, insurance companies, pension and profit-sharing plans, and charitable organizations. Yu-chia specializes in asset allocation advice, financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Yue Chen is an active investment advisor representative associated with Morgan Stanley. Yue Chen has been in the industry since February 23, 2020. They hold Series 7TO, SIE, and Series 66 securities licenses. Yue Chen has been registered with the following states: Alaska, California, Delaware, Florida, Hawaii, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, Oregon, South Dakota, Texas, Virgin Islands, Virginia, Washington, and Wyoming. Yue Chen is also registered with the Financial Industry Regulatory Authority (FINRA) and is an active member of the brokerage industry.

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ADVISOR BIO

Yueh-hwa Lee is a financial advisor with over 7 years of experience in the financial services industry. Yueh-hwa is a Certified Financial Planner™ professional and holds a Series 7 and Series 66 securities licenses. Currently, Yueh-hwa is registered with Verus Capital Partners, LLC, a Registered Investment Advisor firm, and provides investment advisory services through this firm. Previously, Yueh-hwa was employed by AVANTAX INVESTMENT SERVICES, INC. and 1ST GLOBAL CAPITAL CORP.

SPECIALIZATIONS