Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tianshu? Claim Your ProfileTianshu James Wu is a registered representative with Charles Schwab & Co., Inc., a leading financial services firm with over 900,000 clients and more than $50 billion in assets under management. Wu has experience working with TD Ameritrade, Inc. Wu holds the Series 7TO, SIE, and Series 63 licenses and has been in the financial services industry since July 2021. Wu offers advisory services including financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
09/01/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/03/2024 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
TX
07/16/2021 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 07/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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