Yunqing
Xu
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Yunqing Xu is a financial advisor based in Monterey Park, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Yunqing has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Capcom Federal Credit Union, Citizens Bank, Extended Travel, and University At Albany. Yunqing has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Yunqing is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Monterey Park, California. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Yunqing Xu Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Capcom Federal Credit Union
Citizens Bank
Extended Travel
Univeristy At Albany
Disclosures
Please visit the SEC profile of Yunqing Xu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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