Christine WeiCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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)
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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