Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ifan? Claim Your ProfileIfan S Wei is a financial advisor registered with Morgan Stanley in Plano, TX. Ifan has been working in the financial industry since May 2018. Ifan has a Series 7, Series 56, Series 66, and Series 7TO licenses and is registered in Texas and California. Ifan previously worked at T3 TRADING GROUP, LLC and WTS PROPRIETARY TRADING GROUP LLC.
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
TX
01/19/2023 - Present
Morgan Stanley (Plano TX)
NY
11/07/2014 - 05/31/2018
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
10/15/2013 - 11/07/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
BOTH
Issued 01/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2013
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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