Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wu is a financial professional with over 2 years of experience in the financial industry. John is currently a registered representative with Tiaa-Cref Individual & Institutional Services, LLC, located in Frisco, Texas. Previously, John was with Charles Schwab & Co., Inc. in Westlake, Texas. John specializes in providing financial advice to high-net-worth individuals, corporations or other businesses, and charitable organizations. John has a Series 7, Series 63, and SIE license.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
06/03/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
12/17/2020 - 04/29/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 01/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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