Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mei? Claim Your ProfileMei Guo is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100 billion dollars under management. Mei has been in the industry since October 2000 and has extensive experience with financial planning, portfolio management, and investment advice. Cetera Investment Advisers LLC provides services for both individuals and businesses. Mei has the Series 7, 63 and 66 securities registrations.
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
09/25/2017 - Present
Cetera Investment Advisers LLC (MONTEREY PARK CA)
CA
02/28/2017 - 09/25/2017
LPL FINANCIAL LLC (MONTEREY PARK CA)
CA
10/06/2006 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (ALHAMBRA CA)
CA
01/25/2006 - 10/06/2006
UVEST FINANCIAL SERVICES GROUP, INC. (SAN GABRIEL CA)
CA
05/06/2004 - 01/10/2006
UCB INVESTMENT SERVICES, INC. (MONTEREY PARK CA)
NY
03/19/2002 - 05/07/2004
IFMG SECURITIES, INC. (PURCHASE NY)
NJ
10/11/2000 - 03/20/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 5/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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