ADVISOR BIO

Yu-hsuan Hsieh is a financial advisor who has been in the industry since 2013. Yu-hsuan Hsieh is currently registered with UBS Financial Services Inc. and has previously worked with Morgan Stanley and Credit Suisse Securities (USA) LLC. Yu-hsuan Hsieh provides financial planning and portfolio management services to a variety of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

Yuk Ming Rebecca Chung is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Yuk Ming Rebecca Chung is also registered as an Investment Advisor Representative. Yuk Ming Rebecca Chung is licensed to provide financial advice in California, Texas, and other states. Yuk Ming Rebecca Chung has been in the financial industry for several years and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Yu ning Wu is a registered representative with J.P. Morgan Securities LLC. Yu ning Wu is also an investment advisor representative. Yu ning Wu has been in the industry for over 2 years. Yu ning Wu is licensed in 53 states and the District of Columbia. Yu ning Wu has passed the Series 7TO and Series 66 exams. Yu ning Wu is a registered representative of J.P. Morgan Securities LLC. Yu ning Wu specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Yunlu Cao is a financial advisor with UBS Financial Services Inc., a leading global wealth management firm. Yunlu is registered in California and holds Series 63, 66 and Series 7TO licenses. Yunlu previously worked at J.P. MORGAN SECURITIES LLC and has a broad range of experience in the financial services industry.

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ADVISOR BIO

Yunyan Zhou is an investment advisor representative associated with Citigroup Global Markets Inc. Yunyan has been working in the financial services industry since 2018, and has experience with JPMorgan Chase Bank, N.A., HSBC Securities (USA) Inc., and WELLS FARGO CLEARING SERVICES, LLC. Yunyan holds Series 7TO, Series 63 and Series 66 licenses, and has been registered with FINRA since 2021. Yunyan specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for individuals and businesses.

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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

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

Yuxin Wu is a registered representative with J.P. Morgan Securities LLC. Yuxin Wu has been in the securities industry since 2020 and holds Series 63, Series 6TO, and SIE licenses. Yuxin Wu is registered in California and Oregon and is active in both states. The branch office for Yuxin Wu is located in San Francisco, CA.

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ADVISOR BIO

Zachary Ammirato is a financial advisor at Rockefeller Financial LLC, located in San Francisco, CA. Zachary has been in the financial services industry since March 11, 2000, and has a broad range of experience, including previous roles at UBS Financial Services Inc., Citigroup Global Markets Inc., Robertson Stephens, Inc., and Salomon Smith Barney Inc. Zachary's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. Zachary is registered with the state of California and Texas as a registered representative and investment advisor representative.

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ADVISOR BIO

Zachary Perry is a financial advisor and has been in the industry since 1995. Currently, Zachary is registered with Robertson Stephens and has a Series 6 license. Previously, Zachary was registered with FRANKLIN/TEMPLETON DISTRIBUTORS, INC. in San Mateo, CA. Zachary Perry is also a Chartered Financial Analyst. Zachary Perry is currently working in San Francisco, CA, and Mill Valley, CA.

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