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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddy? Claim Your ProfileEddy Chiwen Wang is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in San Francisco, California. Eddy has been in the industry since 1998. Eddy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Eddy has a wide range of experience in the financial services industry, having worked for firms such as Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and IDS Life Insurance Company. Eddy is registered to provide investment advice in California.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/17/2018 - Present
Raymond James Financial Services Advisors, Inc. (SAN FRANCISCO CA)
CA
10/11/2007 - 08/15/2017
CHARLES SCHWAB & CO., INC. (SUNNYVALE CA)
CA
02/09/2006 - 10/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
TX
07/23/1999 - 05/24/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
08/10/1998 - 10/22/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/10/1998 - 06/01/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
VA
03/18/1998 - 05/28/1998
DMG SECURITIES, INC. (GREAT FALLS VA)
BOTH
Issued 03/16/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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