Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micah? Claim Your ProfileMicah Wei is an active financial advisor licensed in Pennsylvania. Micah has been in the industry since January 2004. Micah is currently registered with Hornor, Townsend & Kent, LLC with offices in Conshohocken, Pennsylvania. Micah has previously worked at several other firms including OSAIC WEALTH, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., LPL FINANCIAL LLC, FIRST ALLIED SECURITIES, INC., RELATIONAL ADVISORS LLC, DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. and SENTRA SECURITIES CORPORATION.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
07/02/2024 - Present
Hornor, Townsend & Kent, LLC (Conshohocken PA)
NJ
06/28/2017 - 04/23/2024
OSAIC WEALTH, INC. (JERSEY CITY NJ)
MN
06/28/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/28/2017 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
06/28/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
CA
12/04/2013 - 06/13/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
03/13/2007 - 10/04/2013
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
01/05/2005 - 10/13/2005
RELATIONAL ADVISORS LLC (SAN DIEGO CA)
CA
04/09/2003 - 10/20/2004
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
AZ
01/31/2002 - 04/25/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 08/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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