Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Kwan is a financial advisor with Mizuho Securities USA LLC, located in New York, NY. Wilson has been in the financial industry since 2016 and has held previous roles at Wedbush Securities Inc. and SunTrust Robinson Humphrey, Inc. Wilson is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 79, and Series 63 licenses, along with the Securities Industry Essentials (SIE) exam.
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.
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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NY
11/01/2021 - Present
Mizuho Securities USA LLC (NEW YORK NY)
NY
05/13/2020 - 10/11/2021
WEDBUSH SECURITIES INC. (New York NY)
NY
08/26/2016 - 02/28/2020
SUNTRUST ROBINSON HUMPHREY, INC. (NEW YORK NY)
BC
Issued 09/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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