Unclaimed
Michelle Yeung is a registered representative with Bofa Securities, Inc. located in New York, NY. Michelle's current registrations are with FINRA and the state of New York. Michelle has passed the Series 63, Series 79TO and SIE exams.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
08/21/2023 - Present
Bofa Securities, Inc. (NEW YORK NY)
BC
Issued 08/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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