ADVISOR BIO

Xiong-bo Huang is a financial advisor with Morgan Stanley in Chicago, IL. Xiong-bo Huang has been in the financial industry since January 3, 2009 and is currently registered with the state of Illinois and Texas. Xiong-bo Huang is also registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 66, and Series SIE licenses. Xiong-bo Huang has previously worked with CREDIT SUISSE SECURITIES (USA) LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, LANTERN INVESTMENTS, INC., MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC., and AMERIPRISE FINANCIAL SERVICES, INC. Xiong-bo Huang is licensed to offer financial advice and services in many states.

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ADVISOR BIO

Xue yi Liao is a financial professional with experience in the investment industry since September 2019. Xue yi is registered as a Broker/Dealer and Investment Adviser Representative in Illinois, Oklahoma and Texas. Xue yi works at Assetmark, Inc. and is licensed to offer a wide range of financial services and investment products to individual and institutional investors.

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ADVISOR BIO

Yaelle Kimmelman is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with 5 years of industry experience. Yaelle is registered with FINRA and holds licenses to offer financial services in multiple states. She is also registered as an Investment Advisor Representative. Yaelle specializes in working with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans and corporations. Her services include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Yaelle is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Yahaira Felix is a financial advisor with over 14 years of experience in the industry. She is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2012. Yahaira has a broad range of experience working with individual investors, corporations, and institutions. She previously worked with Fifth Third Securities, Inc., NYLIFE Securities LLC, and Chase Investment Services Corp.. Yahaira is licensed to provide investment advice in multiple states and holds the Series 6, 7, 63 and 66 licenses.

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ADVISOR BIO

Yan Krasov is a financial advisor associated with William Blair & Company. Yan has been in the financial services industry for over 20 years and has experience with equity research, financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Yanhua Nancy Li is a registered representative with William Blair in Chicago, Illinois. Yanhua has been in the industry for 13 years and is currently registered as a registered representative in Illinois, and is also licensed as an investment advisor in Illinois. Yanhua specializes in providing financial planning, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles. Yanhua has passed the Series 63, Series 7TO and the SIE exams.

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Yash Vatsal Ghiya is a financial advisor registered with UBS Financial Services Inc. Yash has been in the financial industry since December 2023 and has a Series 66, Series 7TO, and SIE license. Yash is registered with the state of Kentucky. Yash is a part of the UBS Financial Services Inc. team, which manages over $702 billion in assets. UBS Financial Services Inc. provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

Yasser Arrocha is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the Chicago, IL office. Yasser Arrocha is registered with the state securities regulators in Arizona, California, Delaware, Florida, Illinois, Indiana, Michigan, New York, Oregon, South Carolina, Tennessee, Texas and Wisconsin. Yasser Arrocha has been a registered representative for 4 years. Yasser Arrocha has passed the SIE, Series 7TO, and Series 66 exams. In addition to being a registered representative, Yasser Arrocha is also an investment advisor representative. Yasser Arrocha has passed the Uniform Combined State Law Examination. Yasser Arrocha has been in the industry for 4 years.

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ADVISOR BIO

Yat hong Thomas Leung is a registered investment advisor with Citigroup Global Markets Inc. Yat hong has been in the financial services industry since 2017. Yat hong is also registered in the states of California, Illinois, Nevada, New Jersey, Ohio, Pennsylvania and Puerto Rico. Yat hong has experience at both J.P. Morgan Securities LLC and Citigroup Global Markets Inc. Yat hong specializes in providing asset allocation advice, financial planning, pension consulting and portfolio management for both businesses and individuals. Yat hong holds a Series 6, Series 63 and Series 65 licenses and has also passed the Securities Industry Essentials Examination. Yat hong provides various investment advisory services including asset allocation advice, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.

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ADVISOR BIO

Yazen A Hadi is a financial advisor with Morgan Stanley and has been in the industry since 2005. Yazen Hadi holds the Series 7, Series 31, Series 66, and SIE licenses and is registered in 53 states and the District of Columbia. Yazen Hadi's previous experience includes time at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated.

SPECIALIZATIONS