Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hau ying? Claim Your ProfileHau ying Woo is a financial advisor with Fidelity Personal And Workplace Advisors, offering financial and investment advice to individuals, families, and businesses. Hau ying has experience in the financial services industry, having worked previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has a strong understanding of various investment strategies. Hau ying holds Series 7TO, Series 63, and Series 65 licenses, along with the SIE exam. Hau ying is committed to providing personalized financial planning and investment management services, tailoring strategies to meet individual needs. Hau ying works with clients in California, Texas, and other states, and can offer both financial planning and investment management services. Hau ying is also a piano teacher, with a passion for music, demonstrating her dedication to lifelong learning and personal growth.
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.
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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2
CA
06/21/2021 - Present
Fidelity Personal AND Workplace Advisors (BURLINGAME CA)
CA
02/14/2019 - 03/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALY CITY CA)
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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