Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Wu is a registered representative of Packerland Brokerage Services, Inc. Jimmy has been working in the financial industry since 1991. Jimmy is licensed to conduct securities business in Arizona and California. Jimmy offers investment advisory services to individuals, businesses, charitable organizations, and pension plans. Jimmy also offers financial planning services. Jimmy is based in Green Bay, Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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
WI
10/12/2018 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
CA
09/23/2009 - 10/18/2018
FORESTERS EQUITY SERVICES, INC. (CITY OF INDUSTRY CA)
CA
07/17/2008 - 09/17/2009
ACE DIVERSIFIED CAPITAL, INC. (SAN GABRIEL, CA)
CA
03/19/2008 - 07/15/2008
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
06/01/2005 - 03/24/2008
AXA ADVISORS, LLC (ARCADIA CA)
NY
12/04/2000 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
11/18/1997 - 12/01/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NA
10/24/1997 - 11/17/1997
JOHN HANCOCK DISTRIBUTORS, INC.
MA
01/01/1991 - 10/28/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/1991 - 10/28/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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