Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lau is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Jennifer Lau is a registered representative of Wells Fargo Advisors Financial Network, LLC and has been in the industry for 11 years. Jennifer Lau has experience in the investment industry and has been registered with FINRA and the SEC since 2011. Jennifer Lau is licensed to provide investment advice in California and has experience working with clients in the San Francisco Bay Area.
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.
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CA
06/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SAN FRANCISCO CA)
CA
12/10/2013 - 06/02/2023
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
08/16/2013 - 12/10/2013
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
11/22/2011 - 07/12/2013
WELLS FARGO ADVISORS, LLC (ORINDA CA)
BOTH
Issued 03/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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