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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenwen? Claim Your ProfileWenwen Dong is an investment advisor representative with Empirical Wealth Management. Wenwen Dong is registered with the state securities authorities of Alaska, California and Washington. Wenwen Dong is also a Certified Financial Planner. Wenwen Dong has been in the financial services industry since September 2015. Prior to joining Empirical Wealth Management, Wenwen Dong worked at VALIC Financial Advisors, Inc., GWFS Equities, Inc. and Vanguard Marketing Corporation. Wenwen Dong specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, corporations, pooled investment vehicles and charitable organizations.
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.
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.
Tax preparation and insurance services
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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2
CA
09/30/2022 - Present
Empirical Wealth Management (San Mateo CA)
AK
02/24/2020 - 12/17/2020
VALIC FINANCIAL ADVISORS, INC. (ANCHORAGE AK)
AK
03/07/2019 - 12/13/2019
GWFS EQUITIES, INC. (ANCHORAGE AK)
AZ
08/24/2017 - 02/21/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
06/04/2016 - 09/01/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TEMPE AZ)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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