Bei Wan (CRD# 7230499) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Orange, CA | Feb 2024 - Current | < 1 |
| Pruco Securities LLC | Orange, CA | Feb 2024 - Current | < 1 |
| Guardian Life Insurance Company | Los Angeles, CA | Jul 2023 - Feb 2024 | < 1 |
| Nylife Securities LLC | Brea, CA | Oct 2020 - Jul 2023 | 2 |
| New York Life Insurance Company | Brea, CA | Mar 2020 - Jul 2023 | 3 |
| Adooq Bioscience | Irvine, CA | Jan 2017 - Apr 2020 | 3 |
| Groupany Inc. | Rancho Cucamon, CA | Jan 2015 - Feb 2020 | 5 |
| Skyhi Group | Chino, CA | Feb 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- CA
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, VT, WA, WI, WV, WY
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