Jacob GulCRD Number: 5428340
Current Firm: Hsbc Securities (usa) Inc.
Jacob Gul (CRD# 5428340) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Rego Park, NY and has over 8 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Hsbc Bank Usa, N.a.||Forrest Hills, NY||Aug 2016 - Current||1|
|Hsbc Securities (usa) Inc.||Forrest Hills, NY||Oct 2013 - Aug 2016||2|
|Wells Fargo Advisors LLC||New York, NY||Jul 2011 - Oct 2013||2|
|Wells Fargo Bank, N.a.||New York, NY||Jul 2011 - Oct 2013||2|
|Citigroup Global Markets||New York, NY||Oct 2007 - Jul 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
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
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