Jeff LiaoCRD Number: 6140107
Current Firm: Hsbc Securities (usa) Inc.
Jeff Liao (CRD# 6140107) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in San Jose, CA and has over 4 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Hsbc Bank Usa N.a.||Mountain View, CA||May 2016 - Current||1|
|Hsbc Securities (us) Inc.||Mountain View, CA||May 2016 - Current||1|
|Pnc Investments||Pittsburgh, PA||Feb 2014 - May 2016||2|
|Pnc Bank||Pittsburgh, PA||Feb 2014 - May 2016||2|
|Peking Garden||Greensburg, PA||Aug 2007 - Dec 2014||7|
|Pnc Investments||Cranberry Twp, PA||Nov 2012 - Feb 2014||1|
|Pnc Bank||Cranberry Twp, PA||Jun 2011 - Nov 2012||1|
|University Of Pittsburgh||Pittsburgh, PA||Aug 2007 - Dec 2010||3|
|Student||Greensburg, PA||Nov 2002 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 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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