Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weifen? Claim Your ProfileWeifen Cheng is a financial advisor with over 20 years of experience in the industry. She is registered with the state of California as a broker-dealer and investment advisor representative. Weifen specializes in providing financial planning, portfolio management, and asset allocation advice to individuals and families. She has a proven track record of success in helping clients achieve their financial goals. Her current firm is Wealthpenn.comllc, which is a large firm with billions of dollars in assets under management. Prior to that, Weifen worked at several well-known financial institutions, including Citigroup Global Markets Inc., Wells Fargo Advisors, LLC, and U.S. Bancorp Investments, Inc. Weifen is a Certified Financial Planner and holds the Series 63, Series 66, and Series 7 licenses. Weifen's focus is on building long-term relationships with her clients, and providing them with personalized financial guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
05/27/2022 - Present
Wealthpenn.comllc (San Mateo CA)
CA
02/13/2015 - 05/31/2022
CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)
CA
11/04/2011 - 02/18/2015
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
01/21/2010 - 11/07/2011
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
CA
10/23/2009 - 01/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREMONT CA)
CA
09/04/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FREMONT CA)
CA
10/11/2005 - 09/08/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (SUNNYVALE CA)
NY
02/27/2002 - 09/21/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
05/30/2001 - 01/04/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/05/2000 - 05/16/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 8/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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