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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenyang? Claim Your ProfileWenyang Xu is an investment advisor representative currently associated with Morgan Stanley. Wenyang Xu has a broad range of experience in the financial industry having worked at multiple companies including J.P. Morgan Securities LLC and Optima Capital Management. Wenyang Xu is licensed to conduct securities business in numerous states across the United States. Wenyang Xu has a total of 24 state registrations and 2 IA state registrations. Wenyang Xu has been in the industry since 2021 and is actively registered in Illinois.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
IL
08/15/2023 - Present
Morgan Stanley (Chicago IL)
IL
04/07/2022 - 08/05/2023
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IA
Issued 09/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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