Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wei-ting? Claim Your ProfileWei-ting Shen is a financial advisor with J.P. Morgan Securities LLC. Wei-ting has been working in the financial services industry since 2010. Wei-ting specializes in providing financial planning and portfolio management services to individuals, businesses, and corporations. Wei-ting is registered with the state of California and holds the Series 6, Series 63, and SIE licenses. Wei-ting has experience working with clients from a variety of backgrounds, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
06/12/2014 - Present
J.p. Morgan Securities LLC (SAN JOSE CA)
CA
10/01/2012 - 11/08/2012
J.P. MORGAN SECURITIES LLC (SAN JOSE CA)
CA
08/23/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN JOSE CA)
BC
Issued 09/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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