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Portfolio Management for Individuals Advisors in California
5,469 Results
Unclaimed

Fisher Investments

location

Woodside, CA

0 Disclosures

ADVISOR BIO

Xuefei Yu is an investment advisor representative with Fisher Investments. Xuefei is registered with the state of California and Texas. Xuefei has 1 state exam, the Uniform Investment Adviser Law Examination, and specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Santa Rosa, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Yahaira Martinez sanchez is a financial advisor at Morgan Stanley. Yahaira has been in the industry since April 2022. Yahaira is licensed in 48 states and the District of Columbia. Yahaira has a Series 7TO, Series 66, and SIE license. Yahaira specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Fisher Investments

location

SAN MATEO, CA

0 Disclosures

ADVISOR BIO

Yancey Orlando Quinones is an investment advisor representative associated with Fisher Investments. Yancey is registered with the state of California and has been in the industry since January 2021. Yancey holds the Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Beverly Hills, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Yangchen D Lama is a registered investment advisor representative with Morgan Stanley. Yangchen has been in the securities industry since October 20, 2005. Yangchen holds a Series 66 and Series 7 license. Yangchen has 31 state registrations and 2 IA state registrations. In addition to working at Morgan Stanley, Yangchen is a Board of Trustees for Anitoch University in Los Angeles, California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley

location

Burlingame, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Yanlin Yu is a financial advisor with Morgan Stanley. Yanlin Yu has been in the industry since September 30, 2016. Yanlin Yu is registered with the state of California as an investment advisor representative and as a broker-dealer. Yanlin Yu is also registered with the state of Texas as an investment advisor representative. Yanlin Yu is a registered representative of Morgan Stanley Smith Barney LLC. Yanlin Yu is also a registered representative of Morgan Stanley Private Bank, N.A. Yanlin Yu has a Series 7TO, Series 6, Series 63, and Series 65. Yanlin Yu is an active member of the financial industry, and Yanlin Yu has a strong commitment to providing their clients with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley

location

Cupertino, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Yanyin Yu is an investment advisor representative at Morgan Stanley. Yanyin has been in the financial services industry since July 2019. Yanyin holds the Series 63, Series 66 and Series 7 licenses and has experience working for J.P. Morgan Securities LLC. Yanyin is currently registered in 38 states for both securities and investment advisory services, as well as in Texas for investment advisory services only. Yanyin is a member of FINRA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Palo Alto, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Yaqiong Zhong is a financial advisor at Morgan Stanley. Zhong has been in the industry since 2019 and is registered with FINRA and the state of California. Zhong holds the Series 66, Series 7TO, and SIE licenses. Zhong's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Zhong is dedicated to providing clients with the highest level of personalized service and investment advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

City National Rochdale

location

San Francisco, CA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Yash Patil is a financial advisor registered with City National Rochdale. Yash has been in the industry since August 23, 2020. Yash is licensed in both California and New York. Yash has passed the Series 7TO, SIE, Series 63 and Series 66 exams. Yash specializes in a variety of financial services including portfolio management for individuals, businesses and investment companies.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Santa Monica, CA

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Yecenia Lee is a financial advisor registered with Morgan Stanley in Santa Monica, California. Yecenia has been working in the financial industry since January 30, 2017, and holds a Series 6, 7, 63, and 66 licenses. Yecenia previously worked at J.P. Morgan Securities LLC in Woodland Hills, California. Yecenia specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, families, and businesses. Yecenia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Carlsbad, CA

0 Disclosures

ADVISOR BIO

Yesenia Gil Elemary is a registered representative and investment advisor representative with Morgan Stanley. Yesenia is licensed to offer securities and advisory services in 50 states and the District of Columbia. Yesenia has been in the financial services industry for over 13 years and has a strong track record of success in providing investment advice to individual and institutional clients. Yesenia's areas of expertise include asset allocation, portfolio management, and financial planning. Yesenia is committed to providing her clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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