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 7 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Hsbc Securities (usa) Inc.||Palo Alto, CA||Jul 2013 - Current||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|
|Banc Of America Investment Services, Inc.||Cupertino, CA||Nov 2005 - Jun 2007||1|
|Bank Of America||Mountain View, CA||Nov 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2009|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management2,985MILLIONS
Total Number of Accounts12,340ACCOUNTS
Average Account Value$241,893
- 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
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