Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilyanna? Claim Your ProfileLilyanna Yang is a financial professional with over 20 years of experience in the industry. Lilyanna is currently registered with HSBC Securities (USA) Inc., where she has been employed since June 2016. Before that, Lilyanna worked at UBS Securities LLC and J.P. Morgan Securities Inc., among other firms. Lilyanna's expertise includes a wide range of financial products and services, and she holds the Series 7, Series 63, and Series 87 licenses. Lilyanna's primary focus is on working with high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
06/24/2016 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
10/16/2009 - 05/12/2016
UBS SECURITIES LLC (NEW YORK NY)
NY
10/01/2008 - 10/09/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/16/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/08/2000 - 04/20/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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