Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shengbo? Claim Your ProfileShengbo Wang is a financial advisor with Edward Jones. Shengbo has been in the financial services industry since 2013. Shengbo has a broad range of experience working with individuals, families, businesses, and retirement plans. Prior to joining Edward Jones, Shengbo has worked at Morgan Stanley, Wells Fargo Clearing Services, LLC, Scottrade, Inc., and Wang Investment Associates, Inc. Shengbo is also a registered representative with FINRA and a registered investment advisor with the state of Georgia. Shengbo is committed to providing personalized financial advice to help 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.
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.
See schedule d - miscellaneous
1
2
GA
10/02/2023 - Present
Edward Jones (Atlanta GA)
GA
12/09/2020 - 05/04/2023
MORGAN STANLEY (Atlanta GA)
MO
08/08/2014 - 11/23/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
12/05/2013 - 06/03/2014
SCOTTRADE, INC. (DESPERES MO)
MO
02/28/2013 - 11/26/2013
WANG INVESTMENT ASSOCIATES, INC. (SAINT LOUIS MO)
BOTH
Issued 09/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/30/2020
Series 4 - Registered Options Principal Examination
BC
Issued 09/03/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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