Tongjing Wu (CRD# 7568905) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saratoga, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Berkeley, CA | Sep 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Berkeley, CA | Jul 2023 - Current | < 1 |
| University Of Southern California | Los Angeles, CA | Jul 2021 - May 2023 | 1 |
| Bank Of America | San Francisco, CA | Jun 2022 - Aug 2022 | < 1 |
| Unemployment | Hangzhou, | Aug 2020 - Jul 2021 | < 1 |
| Agricultural Bank Of China | Hangzhou, | Feb 2020 - Aug 2020 | < 1 |
| Agricultural Bank Of China | Beijing, | Sep 2018 - Jan 2020 | 1 |
| Agricultural Bank Of China | Hangzhou, | Oct 2017 - Aug 2018 | < 1 |
| Agricultural Bank Of China | Wenzhou, | Jun 2015 - Sep 2017 | 2 |
| Zhejiang University Of Finance And Economics | Hangzhou, | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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