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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Qwendalynn? Claim Your ProfileQwendalynn Thuc Lai is a financial advisor with SVB Wealth. Qwendalynn has been in the financial services industry since 2008 and has experience working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Qwendalynn is registered with the following states: Arizona, California, Colorado, Indiana, Louisiana, Michigan, Minnesota, Nevada, New Jersey, Oregon, Utah, and Washington. Qwendalynn holds the Series 7 and Series 66 licenses as well as the SIE exam.
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.
Planned giving, family office, wealth planning
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
06/29/2022 - Present
SVB Wealth (Menlo Park CA)
CA
07/02/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Santa Clara CA)
CA
01/03/2011 - 04/30/2020
WELLS FARGO CLEARING SERVICES, LLC (SUNNYVALE CA)
CA
09/15/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ALTOS CA)
BOTH
Issued 04/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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