Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Yeh is a financial advisor with over 15 years of experience in the industry. Billy is currently registered with Steelpeak Wealth, LLC in Woodland Hills, California, where they have been employed since October 2021. Previously, Billy worked at MID ATLANTIC CAPITAL CORPORATION in Los Angeles, California from April 2015 to October 2021. Billy holds the Series 66, Series 7, and Series 7TO licenses. Billy's experience includes working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Their specialties include financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/23/2021 - Present
Steelpeak Wealth, LLC (WOODLAND HILLS CA)
CA
11/23/2015 - 10/11/2021
MID ATLANTIC CAPITAL CORPORATION (LOS ANGELES CA)
BOTH
Issued 11/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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