ADVISOR BIO

Yifei Hong is an investment advisor representative at J.p. Morgan Securities LLC. Yifei Hong is licensed to provide investment advice in California and Texas. Yifei Hong has been in the financial services industry since 2011. Yifei Hong is also a registered representative with FINRA.

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ADVISOR BIO

Yifeng Tong is a financial advisor registered with Wells Fargo Clearing Services, LLC, and holds Series 63, Series 7, Series 65, and SIE licenses. Yifeng Tong has been active in the industry since March 2017 and has a long history of experience in the financial industry. Yifeng Tong is registered in 20 states including California, Texas, and Florida, and works at the Wells Fargo Clearing Services, LLC branch in San Jose, CA.

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ADVISOR BIO

Yihua Xie is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in SAN JOSE, CA. Yihua has been in the industry since 2018 and has experience working at other firms such as Glory Global Trade & Investment Inc. and SESE Group. Yihua is licensed in California and Texas. The advisor specializes in providing investment advisory services to individuals, businesses and institutions. They are also a registered representative for the State of Texas. Yihua Xie offers a variety of investment advisory services including portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisers, educational seminars and pension consulting.

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ADVISOR BIO

Yi hung daphne Chan is a registered representative at J.p. Morgan Securities LLC. Yi hung daphne Chan is licensed to offer securities in California and holds the Series 6, SIE and Series 63 licenses. Yi hung daphne Chan has been in the financial services industry for over 2 years.

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ADVISOR BIO

Yijia Li is an Investment Advisor Representative with LPL Financial LLC. Yijia has been in the financial industry since November 10, 2021. Yijia is registered to offer investment advice in California. Yijia has passed the Series 66, Series 7TO and SIE exams.

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ADVISOR BIO

Yijia Guan is a financial advisor at UBS Financial Services Inc. Yijia has been in the financial services industry since January 2014. Yijia holds Series 6, 7, 63, and 66 licenses and is registered with the state of California. Yijia also holds the SIE license. Before joining UBS Financial Services Inc., Yijia worked at WELLS FARGO CLEARING SERVICES, LLC and HSBC SECURITIES (USA) INC.

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ADVISOR BIO

Yijun Yao is a financial advisor with Morgan Stanley. Yijun has been in the industry since 2017. They have held previous roles with J.P. MORGAN SECURITIES LLC and Morgan Stanley Smith Barney LLC. Yijun is registered in 19 states and holds multiple licenses including Series 6, 7TO, 63 and 66. Yijun has a strong track record of providing financial advice to individuals and businesses. They are committed to helping clients achieve their financial goals.

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ADVISOR BIO

Yik sing Chan is an Investment Advisor Representative who has been in the industry since March 2022. Yik sing Chan is currently registered with Cetera Investment Advisers LLC. Yik sing Chan is also registered in California as an Investment Advisor Representative and a Securities Agent. Yik sing Chan has passed the Series 63, Series 65, Series 7TO and SIE exams. Yik sing Chan has previous experience with Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, East West Bank, Din Tai Fung, HSBC, US Army and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Yilun Liu is a financial advisor who has been in the industry for over 5 years. Yilun is currently registered with Morgan Stanley and is located in Irvine, California. Yilun is also registered as an investment advisor representative in Texas. Yilun was previously registered with WELLS FARGO CLEARING SERVICES, LLC in Irvine, California. Yilun has passed the Series 6, Series 7, Series 63, and Series 65 exams. Yilun has a Bachelor of Science in Finance from the University of California, Irvine. Yilun is also a member of the National Association of Personal Financial Advisors. Yilun specializes in providing financial advice to individuals, families, and businesses. Yilun is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Yineth Daniela Shum chang is a financial advisor who has been active in the industry since April 9, 2022. Yineth is currently registered with Morgan Stanley and holds the Series 7TO, SIE, and Series 66 licenses. Yineth is also registered in 28 states for securities and 2 states for investment advisory services. Yineth has a strong track record of success in the financial services industry, and is committed to providing her clients with personalized advice and guidance.

SPECIALIZATIONS