Yuha Elsa Tse

Current Employers

Employment History

• 08/2015 → 01/2023
  Charles Schwab & Co., Inc.
  Rowland Heights, CA
• 11/2023 → 07/2025
  Globalink Securities, Inc
  Pasadena, CA
• 11/2023 → 07/2025
  Transglobal Advisory Llc
  Monrovia, CA
• 11/2023 → 07/2025
  Transglobal Insurance Agency, Inc.
  Monrovia, CA
• 07/2025 → Present
  Apex International Education Partners, Llc
  Monrovia, CA
• 07/2025 → Present
  Tywl Wealth Advisors, Llc
  Rosemead, CA
• 02/2023 → 10/2023
  Unemployed
  Monrovia, CA
• 07/2025 → 09/2025
  Avantax Investment Services Inc.
  Rosemead, CA
• 07/2025 → 09/2025
  Avantax Insurance Services
  Rosemead, CA
• 07/2025 → 09/2025
  Avantax Advisory Services
  Rosemead, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rosemead, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-07-29 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Rosemead, CA
• 2023-11-15 → 2025-07-31
  Transglobal Advisory, Llc
  Monrovia, CA
• 2015-09-17 → 2023-02-09
  Charles Schwab & Co., Inc.
  Arcadia, CA
  Rowland Heights, CA
  Arcadia, CA
• 2012-12-06 → 2015-08-31
  Hsbc Securities (Usa) Inc.
  Arcadia, CA
• 2012-03-06 → 2012-11-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Monterey Park, CA
  New York, NY
  Los Angeles, CA
• 2011-08-18 → 2012-02-28
  Chase Investment Services Corp.
  Monterey Park, CA
• 2010-06-01 → 2011-08-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cupertino, CA
  San Jose, CA

Other Businesses

1) TYWL WEALTH ADVISORS LLC POSITION: Wealth Management Advisor NATURE: We offer retirement planning, investment planning, financial planning, tax planning and estate planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/18/2025 ADDRESS: 8450 Garvey Avenue, Suite 200, Rosemead CA 917702600, United States DESCRIPTION: -meet with clients -review investment performance -provide financial advice and recommendations -identify client's financial needs and selecting goals -provide retirement planning, tax planning, estate -planning services -document clients' interaction -portfolio review -obtaining client's information and analyze client's current course of financial actions and potential alternatives -updating goals, recommendations or implementation actions -Monitoring and updating clients' financial plans 2) APEX INTERNATIONAL EDUCATION PARTNERS, LLC POSITION: Homestay Host NATURE: APEX is registered as an international student homestay, recruitment, and placement organization in 8 U.S. states and is 100% American owned and run. Through homestays and dormitories, APEX currently houses F-1 middle and high school students studying in the United States and employs U.S., China, and Vietnam, staff members. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2025 ADDRESS: 335 VALLEY CIRCLE, Monrovia CA 91016, United States DESCRIPTION: I provide homestay services to a 9th-grade international student who attends La Salle High School in Pasadena, CA. The student resides at my home, where I provide daily meals and transportation. I am responsible for providing two meals a day and transportation. 3) 511 EAST LIVE OAK AVENUE HOMEOWNERS ASSOCIATION POSITION: Member at Large NATURE: The Homeowner Association manage and maintain the properties in 511 E Live Oak Ave, Arcadia, CA 91006. The main activities include maintain common areas, enforce community rules, manage finances, resolve disputes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 511 E Live Oak Ave, Arcadia, CA, Arcadia CA 91006, United States DESCRIPTION: I have no current duties, I previously owned the property located at 511 E Live Oak Ave, Unit 7, Arcadia, CA 91016. During my ownership, I served as a board member of this Association. I sold the property, and escrow officially closed on July 22, 2025. I resigned from my position on the HOA board on the same day. I need to remove myself from the entity/SOS documents

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-29
• S63 Uniform Securities Agent State Law Examination
  2006-06-26

Other Names

• Elsa Tse
• Yuha Elsa Tse
• Yuha Tse
• Yuha Elsa Tse
• Yu Ha Tse
• Elsa Tse
• Yuha Elsa Tse
• Yuhaelsa E Tse