Shuwei OuyangCRD Number: 5458347
Current Firm: Charles Schwab & Company, Inc.
Shuwei Ouyang (CRD# 5458347) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Mateo, CA and has over 7 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|Charles Schwab Bank||San Mateo, CA||Jul 2014 - Current||2|
|Charles Schwab & Company, Inc.||San Mateo, CA||Dec 2007 - Current||9|
|Charles Schwab Bank||Austin, TX||Jan 2010 - Jun 2011||1|
|City College Of San Francisco - Student||San Francisco, CA||Aug 2006 - May 2008||1|
|First Republic Bank||San Francisco, CA||Oct 2007 - Nov 2007||< 1|
|Nelson Nygaard Consulting Associate||San Francisco, CA||Sep 2007 - Oct 2007||< 1|
|Impact Net Worth||San Francisco, CA||Aug 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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