Qingyin YouCRD Number: 5044641
Current Firm: Wells Fargo Clearing Services, LLC
Qingyin You (CRD# 5044641) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Walnut Creek, CA and has over 16 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Wells Fargo Clearing Services, LLC||Fremont, CA||Oct 2020 - Current||1|
|Hsbc Bank Usa, N.a.||Fremont, CA||Aug 2016 - Oct 2020||4|
|Hsbc Securities (usa) Inc.||Fremont, CA||Aug 2013 - Oct 2020||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Mar 2010 - Aug 2013||3|
|Bank Of America,na||San Francisco, CA||Oct 2010 - Jul 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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, WY
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