Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wan yun kelly? Claim Your ProfileWan Yun Kelly Goh is an active financial advisor currently registered with HSBC Securities (USA) Inc. Wan Yun Kelly Goh has been in the industry since April 4, 2024. Goh holds several licenses including Series 7TO, Series 79TO, and Series 63. Goh has worked with over 11,000 clients and has over $3 billion in assets under management. Goh is licensed to provide investment advice in all 50 states.
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.
1
2
NY
04/04/2024 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
BC
Issued 04/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2024
SIE - Securities Industry Essentials 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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