Unclaimed
Jiahui Feng is a financial advisor with First Command Advisory Services. Jiahui has been in the industry since 2020. Jiahui specializes in Financial Planning and Portfolio Management for Individuals. Jiahui has passed Series 7TO, SIE, Series 63 and Series 65 exams and holds registrations in Washington. Jiahui previously worked with First Command Broker Services, Inc., U.S. Army, Garick LLC, and Kent State University. Jiahui is registered with FINRA and the SEC.
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.
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.
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2
WA
07/12/2021 - Present
First Command Advisory Services (Lakewood WA)
IA
Issued 06/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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