Unclaimed
Wenqi Huang is an Investment Advisor Representative at Brighton Jones LLC. Wenqi has been in the industry since June 2019. Wenqi holds the Series 65 license and is a Certified Financial Planner. Brighton Jones LLC is a Registered Investment Advisor with the state of Washington and manages over $12 billion in assets for over 248 clients. Wenqi is a specialist in helping clients with financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
11/18/2019 - Present
Brighton Jones LLC (SEATTLE WA)
IA
Issued 11/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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