Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Mao is an investment advisor representative, licensed in 24 states. Irene has been in the industry since 2013. Irene is currently registered with Wells Fargo Clearing Services, LLC and has previously been employed by CITI PRIVATE ALTERNATIVES, LLC, CITIGROUP GLOBAL MARKETS INC., and J.P. MORGAN SECURITIES LLC. Irene has experience with the following: Investment consulting services to institutional clients, financial planning, pension consulting, 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.
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
11/29/2023 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
07/25/2022 - 11/07/2023
CITI PRIVATE ALTERNATIVES, LLC (Beverly Hills CA)
CA
07/25/2022 - 11/07/2023
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
CA
01/30/2020 - 06/27/2022
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
10/05/2013 - 01/15/2020
J.P. MORGAN SECURITIES LLC (ARCADIA CA)
BOTH
Issued 07/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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