Invested Better
Unclaimed

Unclaimed

Unclaimed

Mei hui Wu

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mei hui? Claim Your Profile

About Mei hui Wu

Mei hui Wu is a financial professional with over two years of experience in the industry. Mei hui Wu is currently registered with Charles Schwab & CO., Inc. and has been with this firm since December 2022. Prior to this, Mei hui Wu was employed at TD AMERITRADE, INC. Mei hui Wu is licensed to provide financial services in 51 states and holds the Series 7TO, Series 63, and SIE licenses.

Firm Information

Mei hui Wu is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mei hui Wu’s Registration & Firm History

MO

01/07/2025 - Present

Charles Schwab & CO., Inc. (St Louis MO)

MO

03/25/2022 - 05/19/2024

TD AMERITRADE, INC. (St. Louis MO)

Not sure if Mei hui Wu is right for you?

Licenses & Designations

BC

Issued 05/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mei hui Wu.
Not sure if Mei hui Wu is right for you?