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 who has been in the industry since November 2014. Wei is registered with Eagle Strategies LLC and has been with the firm since May 2022. Prior to Eagle Strategies LLC, Wei worked at NYLIFE Securities LLC and ABACUS FINANCIAL STRATEGIES LLC. Wei has earned the Series 63, SIE and Series 7 licenses. They are a Chartered Financial Analyst and is registered in 27 states and the District of Columbia.
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 04/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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