Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fei? Claim Your ProfileFei Wang is an experienced financial advisor with over 20 years of experience in the industry. Fei is currently registered with Morgan Stanley and offers a wide range of financial services, including financial planning, portfolio management, and asset allocation advice. Prior to joining Morgan Stanley, Fei worked as a financial advisor at UBS Financial Services Inc. and J.P. Morgan Securities Inc. Fei holds licenses to provide financial services in a variety of states, including Illinois, Texas, and others. Fei is a trusted advisor and committed to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
04/01/2021 - Present
Morgan Stanley (Chicago IL)
IL
05/16/2008 - 04/12/2021
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
07/01/2006 - 05/27/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
03/31/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
09/21/2000 - 03/01/2004
VAN KAMPEN FUNDS INC. (HOUSTON TX)
MI
03/22/2000 - 08/28/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 10/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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