Unclaimed
Wei Wei Lanser is a financial advisor with Truist Investment Services, Inc. Wei Wei has been in the financial industry since 2020 and holds the Series 7TO, Series 63, and Series 24 licenses. Wei Wei is registered to conduct business in 53 states and the District of Columbia. Wei Wei's prior experience includes working at AXA Advisors, LLC.
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.
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.
1
2
FL
06/17/2020 - Present
Truist Investment Services, Inc. (WINTER PARK FL)
FL
01/11/2020 - 03/10/2020
AXA ADVISORS, LLC (ORLANDO FL)
BC
Issued 06/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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