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 3 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|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)