Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenshan? Claim Your ProfileWenshan He is a financial advisor with over 7 years of experience in the industry. Wenshan is registered to provide financial advice in 18 states. Wenshan currently works for Fidelity Personal AND Workplace Advisors and is located in Berkeley, California. Wenshan has previously worked for Citigroup Global Markets Inc. and J.P. Morgan Securities LLC. Wenshan has a Series 6, 7TO, 63, and 65 license. Wenshan has a strong track record of success in helping clients achieve their financial goals. Wenshan is passionate about providing personalized financial advice to help clients make informed decisions about their financial future.
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.
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2
CA
02/03/2021 - Present
Fidelity Personal AND Workplace Advisors (BERKELEY CA)
CA
08/11/2017 - 08/26/2019
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
03/14/2016 - 07/26/2017
J.P. MORGAN SECURITIES LLC (OAKLAND CA)
IA
Issued 11/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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