Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan-lengdella? Claim Your ProfileDan-lengdella Wu is a financial professional with over 35 years of experience in the industry. Dan-lengdella Wu is registered with Equitable Advisors, LLC, and is licensed in several states. Dan-lengdella Wu specializes in a range of services including financial planning, pension consulting, and educational seminars. Dan-lengdella Wu is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
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NJ
03/17/2021 - Present
Equitable Advisors, LLC (SHORT HILLS NJ)
NY
04/04/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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