Unclaimed
Han Weng is a financial advisor and investment professional with a deep understanding of the financial markets. Han Weng is registered with State Farm Investment Management Corp. and has been in the industry for over 11 years. Han Weng's expertise encompasses a variety of financial products and services, including investment company products and variable contracts. Han Weng holds the Series 6, SIE, and Series 63 licenses, which are required to sell these products and services. Han Weng is also a Chartered Financial Consultant, a designation that demonstrates a commitment to professional development and ethical conduct. Han Weng strives to build strong relationships with clients and to provide them with the guidance and support they need to 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/21/2022 - Present
State Farm Investment Management Corp. (Alhambra CA)
BC
Issued 06/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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