Yue Szeto is a registered investment advisor, based in Oklahoma City, OK, with 2 years of industry experience.
Location
1904 N. Classen Blvd, Oklahoma City, OK, 73106
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yue owns Yue Szeto's Insurance Agency, an insurance agency affiliated with State Farm. Yue works as an agent, servicing customers and supervising employees, dedicating about half of their time to this activity.
Employment History
Current Registrations
State Farm Vp Management CORP.
May 2024 - Present · 2 yrs
State Farm Vp Management CORP.Broker
May 2024 - Present · 2 yrs
State Farm Investment Management CORP.
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
OK
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.