Years of Experience
5-20+ Years
GAITHERSBURG, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Yu-huang Lee is a financial advisor with Transamerica Financial Advisors, Inc. Yu-huang Lee has been in the financial services industry for over 11 years and is licensed to provide investment advice in Maryland, New Jersey, North Carolina, Texas, and Virginia. Yu-huang Lee is also a Chartered Financial Analyst and holds the Series 63, SIE and Series 6TO licenses. Yu-huang Lee has experience in financial planning and portfolio management for individuals. Yu-huang Lee's firm manages more than $1 billion in assets.
SPECIALIZATIONS
GAITHERSBURG, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Yun Ma is a financial advisor at Transamerica Financial Advisors, Inc. Yun has been in the industry since 2021. Yun holds a Series 63, Series 65, and Series 6TO license, and is registered with the state of Delaware, Maryland, and Virginia. Yun's areas of expertise include investment planning, retirement planning, and insurance. Yun is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
SPECIALIZATIONS
HUNT VALLEY, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Yuxuan Gu is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Yuxuan has been in the industry since 2023 and is registered in 53 states and 2 IA states. Yuxuan Gu specializes in providing advisory services to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities.
SPECIALIZATIONS
GREENBELT, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Yvonne Stephens is a financial advisor with PFS Investments Inc. Yvonne holds a Series 6 and Series 63 license as well as the SIE. She is registered to conduct business in Virginia. Yvonne has been in the industry since 2017. PFS Investments Inc. is a Registered Investment Advisor headquartered in Duluth, Georgia.
SPECIALIZATIONS
BALTIMORE, MD
1 Years Experience
1 Disclosures
ADVISOR BIO
Yvonne Eskinder is a registered representative with Northwestern Mutual Investment Services, LLC. Yvonne has passed the Series 63, Series 6TO, and SIE exams. Yvonne is currently registered in Maryland, Tennessee, and Texas. Yvonne is located at 111 S Calvert St, STE 2500 in Baltimore, MD.
SPECIALIZATIONS
Gaithersburg, MD
22 Years Experience
3 Disclosures
ADVISOR BIO
Yvonne Bass is a financial advisor with Ameriprise Financial Services, LLC. Yvonne has been in the financial services industry since 1999. Yvonne is a Series 66, Series 7, Series 31, and SIE licensed advisor. Yvonne has held previous roles with M&T Securities, Inc., MML Investors Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Yvonne has worked with clients such as high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Yvonne provides financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management services.
SPECIALIZATIONS
CROWNSVILLE, MD
0 Disclosures
ADVISOR BIO
Yvonne Michele Scoggins is a financial advisor with over 23 years of experience in the industry. Yvonne is currently registered with Curio Wealth, LLC and has been with them since January 2024. Prior to this, Yvonne was with Charles Schwab & Co., Inc. for 16 years. Yvonne has a broad range of experience, including providing financial planning, portfolio management, and other advisory services to individuals and businesses. Yvonne holds several licenses and certifications, including the Series 7, Series 10, Series 9, Series 63, and Series 66.
SPECIALIZATIONS
Annapolis, MD
16 Years Experience
0 Disclosures
ADVISOR BIO
Yvonne Annette Lively is a registered investment advisor with Morgan Stanley in Annapolis, Maryland. Yvonne has been in the financial services industry since January 30, 2009, and has experience with both Wells Fargo Advisors and Charles Schwab. Yvonne is licensed to provide investment advice in 53 states and the District of Columbia.
SPECIALIZATIONS
