Jeannette Yun H.
Vice President, Senior Financial Advisor, Senior Portfolio Advisor
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Jeannette Yun H.
Jeannette is a Vice President, Senior Financial Advisor, Senior Portfolio Advisor…
Experience
Senior Financial Advisor, Vice President
Nov 2020 — Present
Jeannette holds the designations of Chartered Retirement Planning Counselor™, CRPC™, Chartered SRI Counselor™, CSRIC® and Certified Plan Fiduciary Advisor CPFA®.*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.*Merrill Life Agency\'s California License Number 05•••76*Banking and Lending Services are through Bank of America, N.A.(NMLS#17•••58)*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Education
HARBIN ENGINEERING UNIVERSITY
Master's Degree
2006 — 2008
HARBIN ENGINEERING UNIVERSITY
Bachelor's Degree
2002 — 2006
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