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Haoping Y
Series 66
New York, NY
Cetera
Haoping Yu is a financial advisor with Cetera in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and East West Bank since 2015. He also serves as a private banker at East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
David L
Series 63, Series 66
New York, NY
Cetera
David Lee is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Cetera and its affiliates since 2006. David also works as a loan originator for residential mortgages at East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.
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