Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mei jung? Claim Your ProfileMei jung Lu is a financial professional with over 19 years of experience in the industry. Mei jung Lu is currently registered with Charles Schwab & Co., Inc. in Omaha, Nebraska. Mei jung Lu previously worked at TD AMERITRADE, INC. in St. Louis, Missouri and SCOTTRADE, INC. in St. Louis, Missouri. Mei jung Lu also has experience with AXA ADVISORS, LLC in New York, New York and Woodbury Financial Services, Inc. in Oakdale, Minnesota. Mei jung Lu holds licenses for Series 3, 4, 6, 7, 24, 52, 53 and 63.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
04/05/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
MO
10/21/2017 - 05/19/2024
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/28/2005 - 09/10/2018
SCOTTRADE, INC. (ST LOUIS MO)
NY
05/25/2005 - 07/27/2005
AXA ADVISORS, LLC (NEW YORK NY)
MN
01/20/2005 - 03/31/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 02/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/2013
Series 4 - Registered Options Principal Examination
BC
Issued 04/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/28/2023
Series 3 - National Commodity Futures Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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