Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wanwan? Claim Your ProfileWanwan Zhang is a financial professional with over 15 years of experience in the industry. Wanwan is currently registered as a Registered Investment Advisor with Emerson Equity LLC. Wanwan specializes in providing financial planning and wealth management services for high-net-worth individuals and families. Wanwan is also a registered representative with Emerson Equity LLC and is licensed to provide investment advice in several states. Wanwan is committed to providing clients with personalized financial advice and working with them to 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
1
2
CA
12/18/2020 - Present
Emerson Equity LLC (SAN MATEO CA)
CA
09/27/2018 - 01/13/2021
GLOBALINK SECURITIES, INC. (San Jose CA)
CA
06/01/2009 - 10/19/2016
MORGAN STANLEY (MENLO PARK CA)
CA
03/01/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)
CA
07/13/2005 - 02/20/2007
MORGAN STANLEY DW INC. (PALO ALTO CA)
NY
10/20/2004 - 07/07/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wanwan Zhang is the right advisor for you? Invested Better is here to help.
