Yee Ning Yip

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 09/2021 → 12/2021
  Tencent Holdings Limited
  Guangzhou
• 06/2019 → 03/2021
  Fat Lum Limited
  Hong Kong
• 09/2012 → 05/2018
  International School Of Beijing
  Beijing
• 08/2018 → 08/2022
  University Of Illinois At Urbana Champaign
  Urbana, IL
• 05/2018 → 08/2018
  Unemployed
  Beijing
• 05/2023 → Present
  Ubs Financial Services, Inc
  New York, NY

Previous Registrations

• 2022-11-30 → 2023-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Rolling Meadows, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-11-28

Other Names

• Yeening Yip
• Yee Ning Yip
• Yee Ning Yip
• Yee Ning Ning Yip