Yun Ze
Feng
Santander Securities LLC
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About this Advisor
Yun Ze Feng is a certified financial planner who works in Cherry Hill, New Jersey with 1 year of industry experience. Feng is an advisor for Santander Securities LLC. Over the course of their career, Feng has held roles at Td Ameritrade, Unionbanc Investment Services, Mufg Union Bank, Key Investment Services, Santander Bank, Na, Santander Securities, LLC and Citibank. Feng maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Florida and Washington. Santander Securities LLC is a financial advisory business based out of Dorchester, MA. The company has offices in 478 locations and a total of 530 employees. It oversees $2 billion in assets among its 9,808 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to four charities and foundations. Santander Securities LLC performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Santander Securities LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Santander Securities LLC Brokerage Details
$1,848,708,275
530
9,808
$188,490
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Yun Ze Feng Work History
Yun Ze has been registered as a financial advisor for 1 years.*
Santander Bank, Na
Santander Securities, LLC
Key Investment Services
Unionbanc Investment Services
Mufg Union Bank
Td Ameritrade
Citibank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Yun Ze Feng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Santander Securities
Miami, FL
Dorchester, MA
Norwell, MA
Parsippany, NJ
Dorchester, MA
Garwood, NJ
Poland, OH
Florham Park, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
