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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mengran? Claim Your ProfileMengran Wei is a financial advisor with Fidelity Personal And Workplace Advisors. Mengran is registered with the state of California and Texas as an Investment Advisor Representative. Mengran has a background in finance and real estate. Mengran is a Certified Financial Planner and a Chartered Financial Analyst. Mengran Wei can provide a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Mengran Wei is committed to helping clients reach their financial goals.
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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CA
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (MISSION VIEJO CA)
CA
10/31/2023 - 07/29/2024
CAROFIN, LLC (Irvine CA)
BC
Issued 04/12/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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