Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sijia? Claim Your ProfileSijia Wang is a financial advisor at Wells Fargo Clearing Services, LLC. Sijia has been in the financial services industry since 2018. Sijia holds Series 7, 63, 86 and 87 licenses, as well as the SIE designation. Sijia is registered with the state of Missouri and provides services to a variety of client types including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Sijia specializes in a variety of financial products and services including securities, mutual funds, variable annuities, and insurance.
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.
Investment consulting services to institutional clients
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.
1
2
MO
05/05/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
04/12/2017 - 09/24/2019
WELLS FARGO SECURITIES, LLC (St. Louis MO)
BC
Issued 05/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/30/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sijia Wang is the right advisor for you? Invested Better is here to help.
