Fangjian Yuan
Professional summary
Fangjian Yuan, who also goes by Fangjian Andrew Yuan, is a registered financial professional currently at ALLEGRO SECURITIES LLC located in San Antonio, Texas.
Fangjian is registered as a RR (Registered Representative) and started their career in finance in 2024. Fangjian has worked at 1 firm and has passed the Series 63, Series 82TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Fangjian Yuan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 16, 2024 - Present
ALLEGRO SECURITIES LLC
Office #1: 231 Sharon Drive, San Antonio, TX 78216State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/20/2025)
(10/16/2024)
Exams
Series 82TO
Date: 10/16/2024
Limited Representative-Private Securities OfferingsSeries 7TO
Date: 10/16/2024
General Securities Representative ExaminationFINRA
Current Firm
ALLEGRO SECURITIES LLC
CRD#: 139514 / SEC#: , 8-67218
Contact information
FINRA licenses (18 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BOYTINCK, THOMAS CARL ARNOLD | CEO, CFO, COO, FINOP, CCO MANAGING DIRECTOR | 4754503 |
Red Flags
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