Danni WangCRD Number: 6329935
Current Firm: Msi Financial Services, Inc.
Danni Wang (CRD# 6329935) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Pleasanton, CA and has over 3 years of experience in the finance industry.
Three Bell Capital LLC
Blossom Wealth Management, LLC
Prosperity Financial Group, Inc.
|Metlife Securities Inc.||San Jose, CA||May 2014 - Current||3|
|Homemaker||Pleasanton, CA||Feb 2010 - May 2014||4|
|Smart Portfolio||Seattle, WA||Oct 2009 - Feb 2010||< 1|
|Unemployed||Seattle, WA||Apr 2009 - Oct 2009||< 1|
|Moody's Kmv||San Francisco, CA||Jun 2008 - Apr 2009||< 1|
|Haas Business School||Berkeley, CA||Jan 2008 - Jan 2009||1|
|Nexant||San Francisco, CA||Dec 2005 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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