Yun Ze Feng (CRD# 4398379) is an Investment Advisor Representative working at Santander Securities in Cherry Hill, NJ and has over 21 years of experience in the finance industry. Yun Ze Feng has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santander Bank, Na | Boston, MA | Jan 2022 - Current | 2 |
| Santander Securities, LLC | Dorchester, MA | Jan 2022 - Current | 2 |
| Key Investment Services | Tacoma, WA | Feb 2021 - Jan 2022 | < 1 |
| Unionbanc Investment Services | Walnut Creek, CA | Sep 2016 - Feb 2021 | 4 |
| Mufg Union Bank | Walnut Creek, CA | Sep 2016 - Feb 2021 | 4 |
| Td Ameritrade | Cupertino, CA | Oct 2015 - Sep 2016 | < 1 |
| Citibank | San Jose, CA | May 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- FL
-
Total Assets Under Management2,130MILLIONS
-
Total Number of Accounts9,813ACCOUNTS
-
Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.