Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ailun? Claim Your ProfileAilun Wang is an investment advisor representative with Wells Fargo Clearing Services, LLC. Ailun is registered with the state of New York as an investment advisor representative. Ailun has also been registered as a broker in New York and California. Ailun has been in the securities industry since 2015. Ailun has previously worked at Citigroup Global Markets Inc. Ailun holds Series 6, 7TO, 63, and 65 licenses. Wells Fargo Clearing Services, LLC offers a variety of financial planning services including portfolio management for individuals and businesses. Wells Fargo Clearing Services, LLC also offers investment consulting services to institutional clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/14/2023 - Present
Wells Fargo Clearing Services, LLC (LITTLE NECK NY)
NY
11/05/2015 - 10/23/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 08/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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