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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aige? Claim Your ProfileAige Shi is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Aige Shi has been in the financial services industry since October 20, 2015. Aige Shi is registered with the state of California as an Investment Advisor Representative. Aige Shi is also registered with the state of Texas as an Investment Advisor Representative. Aige Shi is licensed as a broker in 51 states. Aige Shi is also licensed as a principal in 2 states. Aige Shi has passed the Series 65, Series 63, Series 10, Series 9, SIE, and Series 7 exams. Aige Shi specializes in providing financial planning, educational seminars, and portfolio management services to high net worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations. Aige Shi's firm manages over $800 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
IA
Issued 11/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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