Shawn HsiehCRD Number: 5521548
Current Firm: City National Securities, Inc.
Shawn Hsieh (CRD# 5521548) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 8 years of experience in the finance industry. Shawn Hsieh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|City National Bank||Los Angeles, CA||Jan 2016 - Current||1|
|Mullintbg Advisors||El Segundo, CA||Mar 2013 - Dec 2015||2|
|M Holdings Securities, Inc.||Portland, OR||Oct 2012 - Dec 2015||3|
|Mullintbg||El Segundo, CA||Oct 2012 - Dec 2015||3|
|Park Avenue Securities||Diamond Bar, CA||Sep 2010 - Sep 2012||2|
|Edward Jones||St. Louis, MO||Apr 2010 - Jun 2010||< 1|
|Northwestern Mutual Investment Services, LLC||Los Angeles, CA||Feb 2009 - Mar 2010||1|
|Cal State University Long Beach||Long Beach, CA||Jan 2007 - Dec 2008||1|
|Ameriprise Financial Services, Inc,||Long Beach, CA||Jun 2008 - Aug 2008||< 1|
|Century 21||Lancaster, CA||May 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management668MILLIONS
Total Number of Accounts1,036ACCOUNTS
Average Account Value$645,239
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, NV, NY, TX
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