Christine Wei, financial advisor San Francisco CA

Christine Wei

CRD Number: 4424995
Current Firm: Wells Fargo Clearing Services, LLC

Christine Wei (CRD# 4424995) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services LLC San Francisco, CA Apr 2017 - Current 5
Wells Fargo Bank Na San Francisco, CA Sep 2016 - Current 5
Citibank, N.a. Union City, CA Sep 2015 - Sep 2016 1
Citibank, N.a. Union City, CA Oct 2013 - Aug 2015 1
Citibank. N.a. Hayward, CA Apr 2013 - Oct 2013 < 1
Citigroup Global Markets Inc. San Francisco, CA Jun 2001 - Apr 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2017
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Christine H. Wei
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV, WY

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