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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Wei is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since January 11, 2004. Christine Wei has a broad range of experience and holds multiple licenses including Series 7, 6, 63, 65 and 24. Christine Wei is also a registered Investment Advisor Representative in California and is active in both Broker-Dealer and Investment Advisor capacities. Christine Wei has prior experience working with Citigroup Global Markets Inc. and CitiCorp Investment Services. Christine Wei also holds a 50% ownership in Redwood MWTL Partners LLC, an investment-related company based in Castro Valley, CA. Christine Wei also works as a bookkeeper for Mitchell & Lopez Law LLP in Castro Valley, CA.
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
CA
01/07/2022 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (UNION CITY CA)
CA
07/19/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)
IA
Issued 01/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2001
Series 7 - General Securities 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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