Yuhan
He
Hsbc Securities (Usa) Inc
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About this Advisor
Yuhan He is a financial advisor based in Cupertino, California, working with Hsbc Securities (Usa) Inc. Yuhan has previously held positions at Hsbc Bank Usa N.A, Hsbc Securities (Usa) Inc, Ebc, Uc San Diego, Kura Sushi, De Anza College, Haidilao Hot Pot, and Monta Vista High School. Yuhan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Yuhan is part of Hsbc Securities (Usa) Inc, which operates out of Cupertino, California. The firm has 62 offices and 507 employees. The firm manages assets totaling $3.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Hsbc Securities (Usa) Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hsbc Securities (Usa) Inc Brokerage Details
$3,020,458,399
507
12,389
$243,802
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Yuhan He Work History
Hsbc Securities (Usa) Inc
Hsbc Bank Usa N.A
Ebc
Uc San Diego
Kura Sushi
De Anza College
Haidilao Hot Pot
De Anza College
Monta Vista High School
Disclosures
Please visit the SEC profile of Yuhan He to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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