Rebecca Wei (CRD# 6317707) is an Investment Advisor Representative working at Matisse Capital in Portland, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deschutes Portfolio Strategies | Lake Oswego, OR | May 2013 - Current | 10 |
- OR
-
Total Assets Under Management1,356MILLIONS
-
Total Number of Accounts750ACCOUNTS
-
Average Account Value$1,808,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, ID, OR, WA
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