Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nanlan? Claim Your ProfileNanlan Ou is an investment advisor representative who has been in the industry since 2008. Nanlan currently works at Citigroup Global Markets Inc. and has been registered with the firm since 2012. Nanlan has also worked at Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC, in the past. Nanlan is registered in 24 states and has passed the Uniform Combined State Law Examination, General Securities Representative Examination, Securities Industry Essentials Examination, and General Securities Sales Supervisor - Options Module Examination. Nanlan specializes in Asset Allocation Advice, Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
Asset allocation advice
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.
1
2
CA
10/01/2012 - Present
Citigroup Global Markets Inc. (San Francisco CA)
CA
01/03/2011 - 09/11/2012
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
06/12/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
04/07/2008 - 10/07/2008
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/06/2006 - 06/04/2007
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 07/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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