Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shuai? Claim Your ProfileShuai Wang is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Shuai is registered with the state of California and Texas. Shuai has been in the financial industry since 2004. Prior to joining Cambridge, Shuai was employed with OneAmerica Securities, Inc. and Northwestern Mutual Investment Services, LLC. Shuai is a licensed insurance agent and has a background in insurance. Shuai's areas of expertise include financial planning, retirement planning, and investment management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/10/2023 - Present
Cambridge Investment Research Advisors, Inc. (San Jose CA)
CA
11/18/2009 - 03/04/2011
ONEAMERICA SECURITIES, INC. (SAN JOSE CA)
CA
07/07/2004 - 11/06/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN JOSE CA)
IA
Issued 10/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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