Siming WenCRD Number: 3142954
Current Firm: Charles Schwab & Company, Inc.
Siming Wen (CRD# 3142954) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 18 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Charles Schwab Bank||Los Altos, CA||Feb 2005 - Current||11|
|Charles Schwab & Company, Inc.||Lois Altos, CA||Aug 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV