Michelle YehCRD Number: 4634254
Current Firm: Hsbc Securities (usa) Inc.
Michelle Yeh (CRD# 4634254) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Palo Alto, CA and has over 8 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Hsbc Bank Usa, N.a.||Palo Alto, CA||Aug 2016 - Current||1|
|Hsbc Securities (usa) Inc.||Palo Alto, CA||Jul 2013 - Jul 2016||3|
|Hsbc Bank Usa N.a.||Palo Alto, CA||Feb 2013 - Jul 2013||< 1|
|Hsbc Bank (usa) N.a.||San Jose, CA||Sep 2011 - Feb 2013||1|
|Unemployed||San Jose, CA||Apr 2011 - Sep 2011||< 1|
|Jpmorgan Chase||Fremont, CA||Nov 2009 - Apr 2011||1|
|Chase Investment Services||Fremont, CA||Nov 2009 - Apr 2011||1|
|Unemployed||San Jose, CA||Jul 2009 - Oct 2009||< 1|
|Santa Clara University||Santa Clara, CA||Jan 2007 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2009|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management2,974MILLIONS
Total Number of Accounts12,328ACCOUNTS
Average Account Value$241,245
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.