Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wei? Claim Your ProfileWei Wei is a financial advisor with Eagle Strategies LLC. Wei has been working in the financial industry since 2014. Wei holds the Series 63, Series 7 and SIE licenses and is registered in 27 states. Wei is also a Chartered Financial Analyst. Wei specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals. Wei works with individuals, 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.
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.
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.
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TX
07/06/2022 - Present
Eagle Strategies LLC (HOUSTON TX)
BC
Issued 4/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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