Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stella? Claim Your ProfileStella Mei-pingli Wat has been in the financial services industry since February 19, 2003. Stella currently works at Cetera Investment Services LLC in Arcadia, CA. Stella has also worked at LPL Financial LLC, UVEST Financial Services Group, Inc., and IFMG Securities, Inc. Stella holds the Series 6, Series 63 and SIE licenses. Stella is registered with the state of California as a broker.
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.
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.
1
2
CA
09/10/2013 - Present
Cetera Investment Services LLC (ARCADIA CA)
CA
10/11/2011 - 02/06/2013
LPL FINANCIAL LLC (ARCADIA CA)
CA
07/15/2005 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ARCADIA CA)
NY
07/19/2002 - 07/26/2005
IFMG SECURITIES, INC. (PURCHASE NY)
BC
Issued 07/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stella Wat is the right advisor for you? Invested Better is here to help.
