Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mengjia? Claim Your ProfileMengjia Gu is a financial advisor at Fidelity Personal and Workplace Advisors with over 5 years of experience in the financial industry. Mengjia specializes in providing financial planning, investment management, and educational seminars to individuals, businesses, and charitable organizations. Mengjia is licensed in several states including Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, and Washington. Before joining Fidelity, Mengjia worked as a financial advisor at W&S Brokerage Services, Inc. and AXA Advisors, 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.
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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2
CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (SUNNYVALE CA)
CA
02/16/2018 - 01/08/2019
W&S BROKERAGE SERVICES, INC. (San Diego CA)
CA
11/18/2015 - 02/12/2016
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 08/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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