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Portfolio Management for Individuals Advisors in San Mateo, California
104 Results
Unclaimed

Fisher Investments

location

SAN MATEO, CA

0 Disclosures

ADVISOR BIO

Wayne Wang is an investment advisor representative associated with Fisher Investments. Wayne Wang has been in the industry since June 2013 and has 1 current employment. Wayne Wang is registered with the state of California. Wayne Wang is an Investment Advisor Representative with a Series 65 license and specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

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 | 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

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

Fisher Investments

location

SAN MATEO, CA

0 Disclosures

ADVISOR BIO

Yancey Orlando Quinones is an investment advisor representative associated with Fisher Investments. Yancey is registered with the state of California and has been in the industry since January 2021. Yancey holds the Series 65 license.

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