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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Wei Wang is a financial advisor who has been in the industry since 1991. Peter is registered with Osaic Wealth, Inc. and NWF Advisory Services Inc. Peter has a wide range of experience in the industry, including working with high-net-worth individuals, corporations, and charitable organizations. Peter is committed to providing personalized financial advice and helping clients achieve 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.
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
03/22/2005 - Present
Osaic Wealth, Inc. (ANAHEIM HILLS CA)
CA
07/01/1998 - 02/28/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
08/14/1996 - 07/06/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AZ
04/13/1992 - 07/26/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/12/1991 - 04/13/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 07/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/18/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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