linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wenhui Zack Wang

Cetera Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wenhui? Claim Your Profile

About Wenhui Zack Wang

Wenhui Zack Wang is a financial advisor with Cetera Advisors LLC, a firm based in BILLERICA, MA. Wenhui has been in the financial services industry since 2004 and has experience with a variety of financial products and services, including securities, investments, and insurance. Wenhui is licensed to sell securities in multiple states and has a variety of professional licenses and certifications. Cetera Advisors LLC is a registered broker-dealer that provides investment advice to individual and institutional clients.

Firm Information

Wenhui Wang is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wenhui Wang’s Registration & Firm History

MA

02/19/2021 - Present

Cetera Advisors LLC (BILLERICA MA)

MA

05/15/2006 - 03/01/2021

CANTELLA & CO., INC. (Westford MA)

NH

01/26/2005 - 05/02/2006

MORGAN STANLEY DW INC. (NASHUA NH)

WI

08/23/2004 - 01/13/2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

Not sure if Wenhui Zack Wang is right for you?

Licenses & Designations

BOTH

Issued 03/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 03/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/20/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Wenhui Zack Wang. Review regulatory record here.
Not sure if Wenhui Zack Wang is right for you?