Unclaimed
Wei qi Chia is a registered representative with Citigroup Global Markets Inc. Wei qi is licensed to provide investment advice in 53 states and is active in the broker-dealer and investment advisor industries. Wei qi has been in the industry since August 2019. Wei qi holds a Series 63, Series 87 and a SIE. Wei qi's areas of expertise include research and asset allocation.
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.
Asset allocation advice
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
NY
08/08/2019 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 07/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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