Yuju Wang (CRD# 5375250) is an Investment Advisor Representative working at Inferred Investment Group in Scotts Valley, CA and has over 16 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 4301372
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nylife Securities LLC | San Jose, CA | May 2011 - Jan 2017 | 5 |
| New York Life Insurance Company | San Jose, CA | May 2010 - Jan 2017 | 6 |
| Eagle Strategies LLC | San Jose, CA | Apr 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts5ACCOUNTS
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Average Account Value$39,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA
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