Yahui Lu (CRD# 6451698) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has over 8 years of experience in the finance industry.
CRD# 4632189
Sarsi, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Prudential Insurance Company Of America | East Brunswick, NJ | Sep 2019 - Current | 4 |
Pruco Securities, LLC | East Brunswick, NJ | Jul 2019 - Current | 4 |
Bank Of America, N.a. | Princeton, NJ | Oct 2017 - May 2019 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton, NJ | Sep 2017 - May 2019 | 1 |
Morgan Stanley Private Bank, N.a. | New York, NY | Jul 2016 - Aug 2017 | 1 |
Morgan Stanley | Lawrenceville, NJ | Jun 2016 - Aug 2017 | 1 |
Ameriprise Financial Services Inc. | Cream Ridge, NJ | Feb 2015 - Jun 2016 | 1 |
Unemployed | Franklin Park, NJ | Sep 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- NJ
-
Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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