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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lanting? Claim Your ProfileLanting Wei is an investment advisor representative with Cetera Investment Advisers LLC. Lanting Wei has been in the industry since November 15, 2014 and has passed the Series 6, 7, 63, and 65 exams as well as the Securities Industry Essentials Examination (SIE). Lanting Wei previously worked at WELLS FARGO ADVISORS, LLC. Lanting Wei works in the City of Industry, California office of Cetera Investment Advisers LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CA
09/30/2015 - Present
Cetera Investment Advisers LLC (CITY OF INDUSTRY CA)
CA
10/04/2013 - 04/22/2014
WELLS FARGO ADVISORS, LLC (DIAMOND BAR CA)
IA
Issued 9/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/4/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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