Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenjuan? Claim Your ProfileWenjuan Gao is a financial advisor with Fidelity Personal and Workplace Advisors. Wenjuan has over 10 years of experience in the financial services industry. Wenjuan holds Series 6, 7, 63, and 66 licenses and is registered with the state of Texas. Wenjuan is a registered investment advisor and is also registered with the state of Texas. Wenjuan specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Prior to joining Fidelity, Wenjuan was a financial advisor with Wells Fargo Clearing Services, LLC. Wenjuan works with individuals, families, and businesses to help them achieve their financial goals. Wenjuan has a strong commitment to providing her clients with personalized financial advice and 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.
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.
1
2
TX
05/31/2024 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
07/29/2021 - 01/30/2024
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
12/17/2012 - 06/02/2021
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
12/17/2008 - 01/20/2011
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 09/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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