Danni Wang, financial advisor Pleasanton CA
88 score

Danni Wang

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. San Jose, CA May 2014 - Current 2
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
Contact Info for Danni Wang
Phone Number: 800-638-8378
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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