linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wei-fang Hsia

BMO Capital Markets Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wei-fang? Claim Your Profile

About Wei-fang Hsia

Wei-fang Hsia is a registered representative with BMO Capital Markets Corp., located in New York, NY. Wei-fang has been in the securities industry since 2007 and has a Series 7 and Series 63 license. Wei-fang has been registered with BMO Capital Markets Corp. since March 2012. Prior to joining BMO Capital Markets Corp., Wei-fang worked with BMO NESBITT BURNS TRADING CORP. S.A..

Firm Information

Wei-fang Hsia is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

Total Financial Advisors

Services Offered

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.

check

provision of securities trading ideas and research

Provision of securities trading ideas and research

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fees for securities trading ideas and research

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wei-fang Hsia’s Registration & Firm History

NY

03/23/2012 - Present

BMO Capital Markets Corp. (New York NY)

NY

06/17/2009 - 03/19/2012

BMO NESBITT BURNS TRADING CORP. S.A. (NEW YORK NY)

NY

04/18/2007 - 06/17/2009

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

Not sure if Wei-fang Hsia is right for you?

Licenses & Designations

BC

Issued 09/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Wei-fang Hsia.
Not sure if Wei-fang Hsia is right for you?