Years of Experience
5-20+ Years
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
Santa Rosa, CA
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
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
Beverly Hills, CA
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
Burlingame, CA
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
Cupertino, CA
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
Palo Alto, CA
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
San Francisco, CA
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
Santa Monica, CA
8 Years Experience
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
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