Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lei? Claim Your ProfileLei Deng is a financial advisor at Core Planning, a firm that specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Lei has been in the financial services industry since 2015 and holds the Series 7 and 66 licenses, as well as the SIE exam. Lei is also a Certified Financial Planner and Chartered Financial Analyst, demonstrating a strong commitment to professional development and client service.
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.
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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MO
12/08/2021 - Present
Core Planning (Saint Louis MO)
MO
12/21/2015 - 11/02/2021
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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