Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Plato? Claim Your ProfilePlato Wang is a financial advisor with Fidelity Personal And Workplace Advisors. Plato has over 10 years of experience in the financial services industry, having previously worked at Merrill Lynch and J.P. Morgan. Plato is registered with the state of California and Texas. Plato is a Series 6, 7, 63, and 65 licensed financial advisor. Plato holds the SIE designation. Plato offers financial planning, investment management, and educational seminars to individuals, high-net-worth individuals, businesses, and retirement plans. Plato is also the owner of a small business called P&C Shop. Plato is committed to providing clients with personalized financial advice and guidance.
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
10/08/2021 - Present
Fidelity Personal AND Workplace Advisors (SUNNYVALE CA)
CA
12/09/2014 - 08/31/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ALTOS CA)
CA
10/26/2013 - 12/02/2014
J.P. MORGAN SECURITIES LLC (SAN JOSE CA)
IA
Issued 02/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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