ADVISOR BIO

Yupan Wen is an investment advisor representative with UBS Financial Services Inc. Yupan has been in the industry since 2003. Yupan is registered with FINRA and the state of California. Yupan's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Yupan has a Series 66, Series 31, Series 7, and SIE.

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ADVISOR BIO

Yupeng Yang is a financial advisor at Morgan Stanley. Yang has been in the industry since 2019 and is registered to provide investment advice in 52 states. Yang is a Series 66, Series 63, and Series 7TO licensed advisor with a wide range of experience. Prior to joining Morgan Stanley, Yang was employed at J.P. Morgan Securities LLC.

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ADVISOR BIO

Yuqi Zhang is a Registered Representative at Morgan Stanley in Pasadena, California. Yuqi has been in the securities industry since 2019 and has experience in various financial services roles. Yuqi's professional experience includes positions with Harvest Realty, BinJiang Real Estate Group Co., and Jonhs Hopkins.

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ADVISOR BIO

Yuqing Zhang is a financial professional registered with Wells Fargo Clearing Services, LLC in San Francisco, CA. Yuqing has a Series 63, Series 7, Series 6 and SIE license. Yuqing Zhang has been in the industry since 2023, and previously worked at CITIGROUP GLOBAL MARKETS INC. Yuqing is currently registered with the state of California.

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ADVISOR BIO

Yuqing Guo is an investment advisor representative at Morgan Stanley in Pasadena, California. Yuqing has been in the industry since January 5, 2019. Yuqing is registered with FINRA as a registered representative and holds the Series 7, Series 66, and SIE licenses. Yuqing has previously been registered with Morgan Stanley in Pasadena, California. Yuqing is currently registered with Morgan Stanley in Pasadena, California and Texas. Yuqing provides financial planning and investment advice to individual, business, and institutional clients.

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ADVISOR BIO

Yuri Kim is a financial professional with over 14 years of experience in the industry. Yuri is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since May 2019. Prior to that, Yuri worked at U.S. Bancorp Investments, Inc. and Wells Fargo Advisors, LLC. Yuri specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both individuals and businesses. Yuri holds Series 65 and Series 66 licenses and is registered in Arizona, California, Florida, Georgia, Hawaii, Massachusetts, Nevada, New Hampshire, Oregon, Texas, and Washington. Yuri is also licensed to offer investment advisory services in Texas.

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ADVISOR BIO

Yuritzi Kayla Chavez is a financial advisor with J.P. Morgan Securities LLC. Yuritzi is licensed to provide financial advice in California. Yuritzi joined J.P. Morgan Securities LLC in October 2023. Prior to joining J.P. Morgan Securities LLC, Yuritzi was employed by WELLS FARGO CLEARING SERVICES, LLC in Montebello, California. Yuritzi has passed the Series 63, Series 6TO and SIE exams. Yuritzi's areas of expertise include investment advisory services, financial planning, and portfolio management for businesses and individuals.

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ADVISOR BIO

Yuriy Lavor is a registered representative with Edward Jones. Yuriy is licensed in 14 states including California, Texas and Arizona. Yuriy Lavor has been in the industry since February 2019. Yuriy has earned both the Series 66 and Series 7TO licenses. The primary office location for Yuriy Lavor is located in San Jose, California.

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ADVISOR BIO

Yusuf Bhaimeah is a registered representative with J.P. Morgan Securities LLC. Yusuf has been in the industry since 2023. Yusuf is registered in California and Texas and is associated with the Glendale, CA branch office of J.P. Morgan Securities LLC.

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ADVISOR BIO

Yu-sun Chan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Yu-sun has over 15 years of experience in the financial services industry. Yu-sun is a Series 6, 7 and 66 licensed representative and is also registered in several states. Yu-sun provides a range of financial services, including investment advice, portfolio management, and retirement planning. Yu-sun has previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and FIDELITY BROKERAGE SERVICES LLC.

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