Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jue-hua? Claim Your ProfileJue-hua Rae Yau is a financial advisor who has been in the industry since August 2009. Currently registered with Cadaret, Grant & Co., Inc., Jue-hua Rae Yau specializes in offering financial planning services, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Prior to joining Cadaret, Grant & Co., Inc., Jue-hua Rae Yau was affiliated with EDWARD JONES. Jue-hua Rae Yau has a state exam category - Series 66, and product exam category - SIE, Series 7. Jue-hua Rae Yau is licensed to offer investment advice and sell insurance products in Arizona, California, Maryland, Oregon, Texas, Washington and Florida.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
OR
08/06/2020 - Present
Cadaret, Grant & CO., Inc. (Happy Valley OR)
OR
07/03/2009 - 05/29/2020
EDWARD JONES (HAPPY VALLEY OR)
BOTH
Issued 07/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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