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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Songhaw Chiang is an investment advisor representative with Wells Fargo Clearing Services, LLC. Gary has been in the industry since 1990 and has a wealth of experience in providing financial advice. Gary holds multiple licenses and certifications, including the Series 7, 6, 63, and 65 exams, which allows Gary to provide a comprehensive range of investment services to individuals and businesses. Gary has previously worked with Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Gary is also a member of the Investment Committee at The King's Academy in Sunnyvale, 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
11/10/2016 - Present
Wells Fargo Clearing Services, LLC (PALO ALTO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN MATEO CA)
CA
03/09/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
10/20/1994 - 03/05/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
03/29/1995 - 10/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
AZ
06/19/1992 - 11/01/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
07/31/1990 - 06/23/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 04/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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