Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenyi? Claim Your ProfileWenyi Huang is a registered representative with J.P. Morgan Securities LLC. Wenyi has a strong background in financial services, having passed the Series 63, 86, 87, and SIE exams. Wenyi is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. J.P. Morgan Securities LLC is a large financial services firm with over $50 billion in assets under management and over 262,000 clients. The firm offers a wide range of investment services, including financial planning, portfolio management, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
12/12/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 11/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/02/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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