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Wei He

ACE Diversified Capital, Inc.

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About Wei He

Wei He is a financial advisor with Ace Diversified Capital, Inc. Wei has over 20 years of experience in the financial services industry. Wei holds the Series 6, 7, and 63 licenses. Wei is registered to conduct business in California. Previous employers include Globalink Securities, Inc., Etech Securities, Inc., Sinopac Financial Services (USA) Ltd., Maia Securities, Inc., and Pruco Securities Corporation.

Firm Information

Wei He is currently registered with ACE Diversified Capital, Inc.. ACE Diversified Capital, Inc. is a Corporation formed on July 31, 1996. They are approved in California and have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Wei He’s Registration & Firm History

CA

06/13/2022 - Present

ACE Diversified Capital, Inc. (SAN GABRIEL, CA)

CA

08/04/2009 - 06/10/2022

GLOBALINK SECURITIES, INC. (Monrovia CA)

CA

01/20/2005 - 07/21/2009

ETECH SECURITIES, INC. (PASADENA CA)

CA

01/21/2003 - 01/03/2005

SINOPAC FINANCIAL SERVICES (USA) LTD. (INDUSTRY CA)

CA

09/13/2002 - 01/22/2003

MAIA SECURITIES, INC. (YORBA LINDA CA)

NJ

08/29/2001 - 06/28/2002

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 09/04/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/28/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wei He.
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