Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wuyang? Claim Your ProfileWuyang Fu is a financial advisor with IP Financial Advisory Services LLC. Wuyang has been in the industry since 2014 and holds Series 6, 7, 63, and 65 licenses. Wuyang has experience with Morgan Stanley and W&S Brokerage Services, Inc.. Wuyang specializes in providing consulting services to qualified retirement plans, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Wuyang also works with individuals other than high-net-worth individuals.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
CA
04/11/2023 - Present
IP Financial Advisory Services LLC (San Diego CA)
CA
09/09/2019 - 05/03/2023
MORGAN STANLEY (San Diego CA)
CA
04/18/2019 - 08/15/2019
W&S BROKERAGE SERVICES, INC. (San Diego CA)
CA
06/04/2014 - 10/14/2015
EQUITY SERVICES, INC. (SAN MARCOS CA)
CA
09/11/2013 - 01/17/2014
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
BC
Issued 04/23/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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