ADVISOR BIO

Wayne Chiping Chai is a financial professional with over 28 years of experience in the industry. Wayne is registered with Charles Schwab & CO., Inc. in California. Wayne has a strong track record of providing financial advice to individuals and families. Wayne is a highly qualified financial advisor with a broad range of knowledge and experience. Wayne holds the Series 6, Series 7, and Series 63 licenses as well as the SIE. Wayne's expertise in financial planning, portfolio management and selection of other advisors makes Wayne a valuable resource for those seeking comprehensive financial guidance.

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ADVISOR BIO

Wayne Kenji Mizuno is a financial advisor with J.P. Morgan Securities LLC. Wayne has been in the industry for 17 years and has a Series 6, 7, and 63 license. Wayne also has a Series 65 license and is registered as an investment advisor in California. Wayne has experience working with clients in the following categories: corporations or other businesses, individuals other than high-net-worth, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and labor unions. Wayne is currently located at the Roseville, CA branch office of J.P. Morgan Securities LLC.

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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).

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ADVISOR BIO

Wei Hua is a financial professional with over 15 years of experience in the industry. Wei is currently registered as a Registered Representative with Charles Schwab & Co., Inc. in Cupertino, California. Prior to this role, Wei was registered with SCOTTRADE, INC., in San Francisco, California. Wei has passed the Series 63, Series 65, Series 7, Series 9, and Series 10 exams. Wei is also a registered Investment Advisor Representative (IAR) in California.

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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.

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ADVISOR BIO

Wei Jing is a registered investment advisor representative with Cetera Investment Advisers LLC and is licensed to practice in California. Wei Jing has been in the industry since June 2017, and is associated with the Pasadena, CA branch office. Wei Jing holds the Series 66, Series 7, and SIE licenses. Wei Jing has previous employment history with Cetera Investment Services LLC in St. Cloud, MN and East West Bank in Pasadena, CA. Cetera Investment Advisers LLC is headquartered in Schaumburg, IL, and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

Wei Ye is a financial professional with over 2 years of experience in the industry. Wei is registered with J.p. Morgan Securities LLC and is licensed in California. Wei offers a range of financial services including portfolio management, financial planning, and pension consulting. Wei works out of the J.p. Morgan Securities LLC branch office in Arcadia, California.

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ADVISOR BIO

Wei Liu is a financial advisor with Transamerica Financial Advisors, Inc., registered in California. Wei has been in the industry since 2018. Wei specializes in securities and variable contracts. Wei is a Series 6, Series 63, and SIE licensed advisor. Wei's primary office is located in Alviso, California.

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ADVISOR BIO

Wei Wang is a financial advisor with J.P. Morgan Securities LLC, based in Walnut, California. Wei is registered with the state of California. Wei holds the Series 63, Series 6TO and SIE licenses. Wei has been in the industry since December 15, 2022. Wei focuses on providing financial planning, portfolio management for individuals and businesses, and pension consulting services. J.P. Morgan Securities LLC is a large firm with over $50 billion in assets under management. The firm focuses on providing investment advisory services to individuals, corporations, and institutions.

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ADVISOR BIO

Weibin Li is a financial advisor who has been in the industry since 2018. Weibin is registered with Transamerica Financial Advisors, Inc. in California and Massachusetts and is Series 6 and Series 63 licensed. Weibin Li specializes in working with individuals and helping them select other advisors.

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