Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jian? Claim Your ProfileJian Wong is a registered representative with Northwestern Mutual Investment Services, LLC, and is licensed in California. Jian has been in the financial industry since 2024. Jian is a Series 7 and SIE licensed representative. Jian has a current employment with Northwestern Mutual Investment Services, LLC. Jian's office is located at 18575 Jamboree Rd, Ste 400 in Irvine, CA.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
08/26/2024 - Present
Northwestern Mutual Investment Services, LLC (IRVINE CA)
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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