May Miao (CRD# 4542381) is an Investment Advisor Representative working at Trend Trade Pro, LLC in Pasadena, CA and has over 21 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trend Trade Pro, LLC | Pasadena, CA | Aug 2023 - Current | < 1 |
| Western International Securities, Inc. | Pasadena, CA | May 2015 - Nov 2023 | 8 |
| Wells Fargo Advisors, LLC | Pasadena, CA | Dec 2014 - May 2015 | < 1 |
| J.p. Morgan Securities LLC | Arcadia, CA | Oct 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management71MILLIONS
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Total Number of Accounts62ACCOUNTS
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Average Account Value$1,145,501
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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