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Patrick J. Yam

Shp Securities, Llc

Financial Planner in Portola Valley, CA

Address:
230 Golden Oak Dr
Portola Valley, CA 94028
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About Patrick J. Yam

Patrick Yam is a financial professional at Shp Securities, Llc located in Portola Valley, California. Patrick Yam holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Patrick Yam provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Patrick Yam
230 Golden Oak Dr
Portola Valley, CA 94028

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Website:

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