Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weiming? Claim Your ProfileWeiming Ho is a registered investment advisor representative with Integral Financial LLC. Weiming Ho is also registered in the state of California. Weiming Ho has over 25 years of experience in the financial services industry, and holds a Series 7, 24, 63, and 65 licenses. Weiming Ho specializes in providing financial planning services, and portfolio management for both individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/17/2022 - Present
Integral Financial LLC (SAN JOSE CA)
CA
07/12/2000 - 08/09/2002
WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)
CA
11/03/1997 - 07/12/2000
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
CA
05/29/1997 - 12/09/1997
INTEGRITY SECURITIES, INC. (OAKLAND CA)
CA
03/07/1996 - 10/28/1996
SUNLOGIC SECURITIES, INC. (NEWARK CA)
IA
Issued 06/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/14/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/09/1997
Series 4 - Registered Options Principal Examination
BC
Issued 07/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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