Hanna Wu (CRD# 6506296) is an Investment Advisor Representative working at Amplify Life Insurance Company in San Francisco, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amplify Life Insurance Company | Brisbane, CA | Jan 2022 - Current | 1 |
| The Leaders Group Inc. | Littleton, CO | Jun 2021 - Current | 2 |
| Amplify Life Insurance Company | San Francisco, CA | Sep 2019 - Current | 4 |
| Hanna Wu | Brisbane, CA | Feb 2019 - Current | 4 |
| Eshare Realty LLC | San Francisco, CA | Jun 2017 - May 2021 | 3 |
| World Financial Group, Inc. | Burlingame, CA | Feb 2014 - May 2021 | 7 |
| Transamerica Financial Advisors, Inc. | Burlingame, CA | Jun 2015 - May 2020 | 4 |
| Marketx | San Francisco, CA | Feb 2019 - Sep 2019 | < 1 |
| Transamerica | Burlingame, CA | Jul 2015 - Feb 2019 | 3 |
| Ucsf | San Francisco, CA | Oct 2012 - Jun 2014 | 1 |
| University Of California San Francisco | San Francisco, CA | May 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CA
- FL
- GA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, TX
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