Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wu is a registered representative with Citigroup Global Markets Inc. and has been in the financial services industry since 2010. Jeffrey Wu is registered to provide investment advice in Arizona, California, Florida, Oregon, Texas, and Washington. Jeffrey Wu holds Series 6, 7, 63, and 65 licenses. Jeffrey Wu has previously been associated with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and Cetera Investment Services 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/24/2023 - Present
Citigroup Global Markets Inc. (Fountain Valley CA)
CA
01/15/2021 - 01/13/2023
CETERA INVESTMENT SERVICES LLC (SAN GABRIEL CA)
CA
01/03/2011 - 12/15/2020
WELLS FARGO CLEARING SERVICES, LLC (TEMPLE CITY CA)
CA
06/08/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WALNUT CA)
IA
Issued 03/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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