ADVISOR BIO

Yang Zhang is a financial advisor at Edward Jones, located in Rancho Cucamonga, CA. Yang has been in the financial services industry since 2015 and has a Series 66 license. Yang works with individuals, families, and businesses to help them reach their financial goals. Edward Jones provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

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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.

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ADVISOR BIO

Yanhua Xu is a financial advisor with over 6 years of experience in the industry. Yanhua has worked with Citigroup Global Markets Inc. since August 2022. Before joining Citigroup Global Markets Inc., Yanhua was a registered representative at CETERA INVESTMENT SERVICES LLC. Yanhua has a Series 66, Series 7, and SIE license and is registered in Arizona, California, and Washington. Yanhua Xu offers financial planning, portfolio management for individuals, and other services. Yanhua specializes in providing financial advice to corporations, high-net-worth individuals, pension plans, and charitable organizations.

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ADVISOR BIO

Yanira Rojas is a financial advisor currently registered with J.p. Morgan Securities LLC. Yanira has been in the industry since 2008. Prior to joining J.p. Morgan Securities LLC, Yanira was employed at First Republic Securities Company, LLC and Credit Suisse Securities (USA) LLC. Yanira has a broad range of experience in the financial services industry and is able to provide clients with a comprehensive suite of investment products and services.

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ADVISOR BIO

Yanire Ramirez is a registered representative with J.p. Morgan Securities LLC, holding Series 6 and Series 63 licenses. Yanire began her career in the financial services industry in March 2012 with Chase Investment Services Corp. She holds a Series 6 license for Investment Company Products/Variable Contracts Representative Examination, a Series 63 license for Uniform Securities Agent State Law Examination, and a SIE license for Securities Industry Essentials Examination. Yanire Ramirez is registered in California and specializes in providing financial planning, pension consulting, and selection of other advisors. She offers portfolio management services to individuals and businesses, including investment advisory services.

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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.

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Yanming Lin is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since January 9, 2020. Yanming is registered with the state of California, and holds Series 66, 7TO, and SIE licenses. Yanming has a background in business and has worked in various roles prior to joining Ameriprise.

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Yanna Chen is a financial advisor with Transamerica Financial Advisors, Inc. in Burlingame, California. Yanna Chen is registered with the state of California. Yanna Chen specializes in securities and investment company products.

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ADVISOR BIO

Yanni A Saderi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Los Angeles, CA. Yanni has been in the financial industry for over 4 years. Yanni holds a Series 7, Series 66 and SIE licenses. Yanni has previously worked at Oppenheimer & Co. Inc. and Morgan Stanley. Yanni is registered to provide investment advisory services in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington.

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ADVISOR BIO

Yanni Zhang Chan is a registered representative with J.P. Morgan Securities LLC in Irvine, California. Yanni has been in the financial industry since February 4, 2020. Yanni is licensed in California and Texas. Yanni holds the following securities licenses: Series 63, Series 66, Series 7, and Series 6. Yanni is also a registered investment advisor representative.

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