Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jiwei? Claim Your ProfileJiwei David Sun is a registered representative with Perella Weinberg Partners LP. He has been in the industry since October 26, 2017. Jiwei David Sun holds the Series 63, SIE, and Series 79 licenses and is registered in California and New York.
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.
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.
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CA
10/27/2017 - Present
Perella Weinberg Partners LP (SAN FRANCISCO CA)
BC
Issued 04/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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