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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weina? Claim Your ProfileWeina Hou is a financial advisor with Cetera Investment Advisers LLC, and has been in the industry since 2011. Weina Hou is a registered representative in California, Georgia, Nevada, New York, and Wisconsin and is also a registered investment advisor in California. She is licensed to provide financial advice to a variety of clients including individuals, corporations, and retirement plans. Weina Hou is committed to providing her clients with personalized financial advice that helps them reach their goals.
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
12/04/2018 - Present
Cetera Investment Advisers LLC (SAN MATEO CA)
CA
04/02/2014 - 12/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
10/26/2011 - 03/27/2014
METLIFE SECURITIES INC. (WALNUT CREEK CA)
CA
06/20/2011 - 11/11/2011
PRUCO SECURITIES, LLC. (SAN RAMON CA)
BOTH
Issued 6/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 6/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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