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Portfolio Management for Individuals Advisors in California
5,469 Results
Unclaimed
location

Sacramento, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Wayne Soloaga is a registered representative with Morgan Stanley. Wayne has been in the financial services industry since 1987 and has a strong track record of providing investment advice to individuals and businesses. Wayne is registered in several states and has a wide range of experience in portfolio management, financial planning, and investment advisory services. Prior to joining Morgan Stanley, Wayne worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Wayne holds a Series 3, 7, and 63 license as well as a Series 65 license. He is also a licensed trustee and estate administrator. Wayne is committed to providing his clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley

location

LOS ANGELES, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Weber S Wang is a financial advisor at Morgan Stanley. Weber Wang is a registered representative and investment advisor with over 30 years of experience in the financial services industry. Weber Wang has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions. Weber Wang has a strong track record of helping clients achieve their financial goals. Weber Wang is also a member of the National Association of Personal Financial Advisors (NAPFA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Fisher Investments

location

Woodside, CA

0 Disclosures

ADVISOR BIO

Wei Zhang is an investment advisor representative at Fisher Investments and has been working in the financial industry for over a decade. Wei has experience working in the industry with different firms such as Matthews Asia and Columbia University. Wei holds the Series 65 license and is registered with the state of California and Texas to provide investment advisory services. Wei's expertise lies in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Wei also specializes in financial planning and portfolio assessment services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

RANCHO SANTA FE, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Wei Chen is a financial advisor registered with Morgan Stanley. Wei has been in the industry since March 2014 and is licensed in 23 states, including California, Texas and Florida. Wei is also registered with FINRA and holds Series 7, Series 66 and SIE licenses. Wei has a diverse client base, including individuals, corporations, and high-net-worth individuals. Wei's prior experience includes working with MML Investors Services, LLC in La Jolla, CA. Wei's specializations include asset allocation, portfolio management, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

San Francisco, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Wei Elaine Shen is a financial advisor registered with Morgan Stanley. Wei Elaine Shen has been in the financial industry since July 26, 2012. Wei Elaine Shen is registered with the following states: Arizona, California, Colorado, Connecticut, Idaho, Illinois, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington. Wei Elaine Shen has passed the following exams: Series 63, Series 66, Series 7, SIE. Wei Elaine Shen is also registered with FINRA. Wei Elaine Shen has previous experience with CLSA AMERICAS, LLC, MACQUARIE SECURITIES (USA) INC., MORGAN STANLEY & CO., INCORPORATED and J.P. MORGAN SECURITIES INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

San Mateo, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Weifen Cheng is a financial advisor with over 20 years of experience in the financial industry. She is currently registered with Morgan Stanley. Weifen has a broad range of experience, having previously worked at firms such as Citigroup Global Markets Inc., Wells Fargo Advisors, LLC, and U.S. Bancorp Investments, Inc. Weifen specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, families, businesses, and institutions. She holds the Series 7, Series 63, and Series 66 licenses and is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley

location

Menlo Park, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Wen Shan Wu is a financial advisor with over 20 years of experience in the industry. Wen has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and AXA Advisors, LLC. Wen is currently registered with Morgan Stanley and is licensed to provide investment advice in California, Florida, Massachusetts, North Carolina, Oregon, and Washington. Wen holds the Series 66, Series 7 and SIE exams. Wen specializes in providing investment advice to a range of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

San Francisco, CA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Wendi Lee Eckardt is a financial advisor with Morgan Stanley. Wendi has been in the financial industry since 1994 and has been with Morgan Stanley since 2013. Wendi is a registered investment advisor and holds several licenses including Series 7, 9, 10, 63, and 65. Wendi also holds the Series 3 license for futures. Wendi is registered to provide investment advisory services in multiple states across the U.S. and has extensive experience providing a wide range of financial services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Fisher Investments

location

SAN MATEO, CA

0 Disclosures

ADVISOR BIO

Wendy Lynn Nicholsen is an Investment Advisor Representative with Fisher Investments. Wendy is registered in California and Texas. Wendy has been in the industry since 2002 and has a Series 7, 63 and 65 license. Wendy specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Wendy has previously worked at Credit Suisse First Boston LLC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

State Farm Investment Management Corp.

location

San Diego, CA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Wendy Phillips is a registered investment advisor representative with State Farm Investment Management Corp. Wendy has been in the financial industry since 1998 and has a Series 6, Series 63, and Series 65 license. Wendy's insurance agency is part of her other business activities.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies

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