Song Yon Yi

Song Yon Yi is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

Registration history (5)

FirmFromToCurrent
SCHWAB WEALTH ADVISORY, INC.2021-01-10presentYes
USAA INVESTMENT SERVICES COMPANY2018-01-082018-05-11
USAA FINANCIAL PLANNING SERVICES2011-03-082018-01-08
CHASE INVESTMENT SERVICES CORP.2010-07-092010-10-04
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED2002-10-302010-06-30

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