personimage

Wai N. Yu

Summa Global Advisors, Llc

Financial Planner in Portland, OR

Address:
PO Box 69022
Portland, OR 97239
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

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 Yu
PO Box 69022
Portland, OR 97239

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for Wai N. Yu

Looking for a financial advisor located near Portland, Oregon? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.