Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Huini? Claim Your ProfileHuini Li is a financial advisor who works for Fidelity Personal and Workplace Advisors. She is registered with the state of California and Texas, and has passed the Series 66, Series 7TO, and SIE exams. Huini has been in the financial industry since 2020 and has previous experience with Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, Bank of America, East West Bank, Homemaking, and UC Davis. At Fidelity Personal and Workplace Advisors, Huini provides financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
CA
08/13/2021 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
09/21/2020 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (MILPITAS CA)
BOTH
Issued 10/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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