寶利證券有限公司
Po Lee Securities Limited is a small, full-service Hong Kong securities firm holding SFC licences for dealing in securities, advising on securities, corporate finance advisory, and asset management. This broad licensing suite suggests it offers a comprehensive range of financial services from brokerage execution and investment advice to corporate transactions and portfolio management. Its client base likely encompasses retail investors, high-net-worth individuals, and small corporates in Hong Kong. As a boutique firm, it likely focuses on serving the local community and Chinese-speaking clientele.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Source firms · arrivals 2003–present
Where talent goes
Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| LUO Xiaoyan 羅小燕 Dealing | BVW722 | 2025-12-15 | |
| WANG Qian 王茜 Dealing | BPH416 | 2025-07-16 | |
| GUO Xinxin 過欣欣 Dealing | BEM326 | 2024-11-19 | |
| CHAN Tai Wai, David 陳大偉 Dealing | AAC495 | 2003-04-01 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.