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YH

Yun Huang

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CRD#: 2334747
YH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Yun Huang was a registered financial professional .

Yun is a previously registered financial professional and started their career in finance in 1993. Yun had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 7, 1998 - July 31, 1999

PCI*TRADE SECURITIES

BD
CRD#: 40650
MILPITAS, CA
Past

October 7, 1997 - April 3, 1998

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 28, 1997 - April 7, 1997

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

March 15, 1996 - June 25, 1996

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

March 31, 1995 - February 1, 1996

WHITEHALL-PARKER SECURITIES, INC.

BD
CRD#: 10608
SAN RAFAEL, CA
Past

February 24, 1994 - March 13, 1995

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PASADENA, CA
Past

October 4, 1993 - January 31, 1994

EXPANSION CAPITAL SECURITIES

BD
CRD#: 24121
SAN FRANCISCO, CA
Past

August 24, 1993 - September 13, 1993

REYNOLDS KENDRICK STRATTON, INC.

BD
CRD#: 10414
Past

July 27, 1993 - August 17, 1993

E-W INVESTMENTS, INC.

BD
CRD#: 17463
SAN GABRIEL, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/30/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PS
PCI*TRADE SECURITIES
HT MAGELLEAN & CO., INC. | PCITRADE SECURITIES INC. | PCI*TRADE SECURITIES | PCI*TRADE INC. | INTERTRADE SECURITIES

CRD#: 40650 / SEC#: , 8-49111

BD
Terminated by SEC on 06/09/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/16/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LIU, SHIXIONGPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER2217632
BRIAN LAIDIRECT OWNER
KENNEDY, EDWARD LYMANDIRECT OWNER
WEI, QINGREGISTERED REP

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PCI*TRADE SECURITIES

CRD#: 40650

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