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Wenwei Dai

Moomoo Financial Inc.

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About Wenwei Dai

Wenwei Dai is a financial professional with experience in the securities industry. Wenwei is currently registered with Moomoo Financial Inc. and Futu Clearing Inc. Wenwei has passed the Series 7TO, Series 99TO, and SIE exams.

Firm Information

Wenwei Dai is currently registered with Moomoo Financial Inc.. Moomoo Financial Inc. is a Corporation that was formed on December 17, 2015. It is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

33

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.

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Wenwei Dai’s Registration & Firm History

NJ

08/11/2024 - Present

Moomoo Financial Inc. (JERSEY CITY NJ)

NJ

12/20/2021 - 03/22/2024

MOOMOO FINANCIAL INC. (JERSEY CITY NJ)

FL

07/18/2019 - 07/09/2021

VELOX CLEARING LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 07/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wenwei Dai.
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