Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Hu is a registered investment advisor representative, currently registered with Cetera Investment Advisers LLC, with a branch office in Sunnyvale, CA. Michelle is also a registered representative with a license to sell securities in California. Michelle has been in the financial services industry for over 27 years. Previously, Michelle has been associated with First Allied Securities, Inc. in Sunnyvale, CA, and InterFirst Capital Corporation in Los Angeles, CA.
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.
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2
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (SUNNYVALE CA)
CA
02/11/2002 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SUNNYVALE CA)
CA
03/06/1995 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BOTH
Issued 05/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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