Serina Shyu is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2024-09-30 | present | Yes |
| LPL FINANCIAL LLC | 2020-05-19 | 2024-09-18 | — |
| CWM, LLC | 2020-03-03 | 2020-07-01 | — |
| JON BAKER FINANCIAL GROUP | 2018-05-14 | 2020-12-31 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2017-01-05 | 2020-03-04 | — |