Wai N. Yu
Summa Global Advisors, Llc
Financial Planner in Portland, OR
Address:PO Box 69022
Portland, OR 97239
About Wai N. Yu
Wai Yu is a financial professional at Summa Global Advisors, Llc located in Portland, Oregon. Wai Yu holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Wai Yu provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Wai YuPO Box 69022
Portland, OR 97239
Phone Number:
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Website:
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