Weijia Guo (CRD# 6851277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Millbrae, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America | San Francisco, CA | Apr 2019 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Apr 2019 - Current | 5 |
| Pruco Securities, LLC | San Francisco, CA | Jun 2017 - Jul 2019 | 2 |
| The Prudential Insurance Company Of America | San Francisco, CA | Dec 2017 - Apr 2019 | 1 |
| Partner Equity | San Francisco, CA | May 2017 - May 2018 | 1 |
| Unemployed | San Francisco, CA | Mar 2017 - May 2017 | < 1 |
| Izakaya Umai | San Francisco, CA | Nov 2015 - Mar 2017 | 1 |
| Unemployed | San Francisco, CA | Aug 2015 - Oct 2015 | < 1 |
| Isobune Sushi | San Francisco, CA | Mar 2011 - Jul 2015 | 4 |
| Bank Of America | San Francisco, CA | Mar 2014 - Jun 2015 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Mar 2014 - Jun 2015 | 1 |
| Bank Of America, N.a. | San Francisco, CA | Mar 2014 - Jun 2015 | 1 |
| San Francisco State University | San Francisco, CA | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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