Unclaimed
Jue Wang is a financial advisor with over 3 years of experience in the financial services industry. Jue is currently registered with Loomis Sayles Distributors, LP in Boston, Massachusetts and holds Series 63, SIE, and Series 7 licenses. Previously, Jue worked at Citigroup Global Markets Inc. in New York, 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.
1
2
MA
06/10/2019 - Present
Loomis Sayles Distributors, LP (BOSTON MA)
NY
07/28/2016 - 04/08/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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