ADVISOR BIO

Yongtai Qi is an investment advisor representative with Coldstream Wealth Management. Yongtai has been in the industry since 2017. Yongtai is licensed in Washington as an investment advisor representative. The firm specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

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ADVISOR BIO

Yongyi Fan is a financial advisor with TLG Advisors, Inc., a firm headquartered in Littleton, CO. Yongyi is licensed to provide financial advice in both Colorado and Michigan. Yongyi has a wide range of experience in the financial industry, having worked with several firms over the years. Yongyi is also a registered investment advisor representative, which means that Yongyi is able to provide investment advice to individuals and institutions.

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ADVISOR BIO

Yongzhe Xie is an investment advisor representative for Engineers Gate Manager LP. Yongzhe is registered with the state of New Mexico and has passed the Series 65 Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Yoonie Lane is a registered representative with Goldman Sachs & Co. LLC. Yoonie has been in the industry since February 2016. Yoonie is licensed in all 50 states and the District of Columbia. Yoonie holds the Series 3, 7, and 66 licenses and specializes in a wide range of financial products and services.

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ADVISOR BIO

Yosef Warshawsky is a registered representative with RBC Capital Markets, LLC and has been in the financial industry since 2011. Yosef has held previous roles at Goldman Sachs & Co. LLC and Jefferies LLC. Yosef is licensed in New York and holds several industry licenses, including Series 63, Series 79, and Series 24. Yosef's areas of specialization include investment banking.

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ADVISOR BIO

Yoshinori Ide is a registered representative with Goldman Sachs & Co. LLC. Yoshinori has been in the industry since December 2001 and has a total of 25 approved SRO registrations, one approved FINRA registration and three product exams. Yoshinori Ide is registered to conduct business in multiple states and offers a variety of investment services.

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ADVISOR BIO

Yotam Sade is a registered Investment Advisor Representative with Fisher Investments. Yotam is licensed in California and has been in the industry since August 2024. Yotam specializes in providing portfolio management services for individuals, businesses, pooled investment vehicles, and investment companies.

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ADVISOR BIO

Young Wilkerson Stevenson is an investment advisor representative currently registered with Stifel, Nicolaus & Company, Inc. Young has been in the industry since 1994 and has experience working with various clients, including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and investment clubs. Young is also registered as an investment advisor in Alabama and Texas.

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ADVISOR BIO

Young M Chung is a financial advisor with over 20 years of experience in the industry. Chung is currently registered with RBC Capital Markets, LLC in Palm Desert, CA. Young M Chung has previously held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, UBS Financial Services Inc., U.S. Bancorp Piper Jaffray Inc., Morgan Stanley DW Inc., and Prudential Securities Incorporated. Chung holds several industry licenses including Series 3, 7, 31, 63, 65, and 66.

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ADVISOR BIO

Young In Cho is a financial advisor registered with Nuveen Asset Management, LLC in Chicago, Illinois. Young In Cho has been in the financial industry since 2016 and currently has registrations in 53 states. Young In Cho's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York. Young In Cho offers a variety of advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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