Yuanyuan Yang (CRD# 6017690) is an Investment Advisor Representative working at Return On Life Wealth Partners in Baltimore, MD and has over 11 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
CRD# 1249819
Washington Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 401(k) Prosperity | Cleveland, OH | Jan 2017 - Current | 7 |
| Planned Financial Services, LLC | Cleveland, OH | Jul 2016 - Current | 7 |
| Lpl Financial, LLC | Cleveland, OH | Mar 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- OH
-
Total Assets Under Management368MILLIONS
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Total Number of Accounts755ACCOUNTS
-
Average Account Value$487,700
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, MD, NY, OH, PA, TX
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