Unclaimed
Weihsiung Liang is a financial advisor who has been in the industry since 1987. Weihsiung is currently registered with Cetera Investment Advisers LLC and has been with the firm since 1999. Prior to that, Weihsiung worked at Quest Capital Strategies, Inc. Weihsiung is licensed to provide investment advice in California and Wyoming. Weihsiung is a Certified Public Accountant (CPA) and owns Liang & Company Accountancy Corp. In addition to providing financial advice, Weihsiung also sells life, annuities, and long-term care insurance.
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.
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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2
CA
12/26/1999 - Present
Cetera Investment Advisers LLC (CHINO HILLS CA)
CA
09/22/1987 - 11/22/1999
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/9/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/15/1988
Series 4 - Registered Options Principal Examination
BC
Issued 2/12/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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