Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenxuan? Claim Your ProfileWenxuan Zhu is a registered investment advisor representative with American Fundstars. Wenxuan holds a Series 65 license and specializes in providing investment advice for high-net-worth individuals, pooled investment vehicles, and businesses. Wenxuan has a strong academic background, having studied at Emory University and the University of California, Los Angeles. Their professional experience includes roles at Guru Club, Emory University, and Wuhan Britain-China School. Wenxuan is committed to providing personalized investment strategies that align with their clients' financial goals.
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.
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.
1
2
CA
09/21/2024 - Present
American Fundstars (NEWPORT BEACH CA)
Active
Inactive
Not sure Wenxuan Zhu is the right advisor for you? Invested Better is here to help.
