Mi-Song Yun is an investment adviser representative (IAR) with state registration records since 2012, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-04-12 | present | Yes |
| TD AMERITRADE, INC. | 2021-11-04 | 2022-10-14 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2021-11-04 | 2023-09-07 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-02-04 | 2021-10-19 | — |
| SOVEREIGN WEALTH ADVISORS LLC | 2018-04-24 | 2019-12-31 | — |
| UBS FINANCIAL SERVICES INC. | 2015-03-06 | 2016-05-20 | — |
| WADDELL & REED | 2012-09-28 | 2014-04-04 | — |