Cetera Investment Advisers LLC
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About this Advisor
Ping Shuang Wu is a financial advisor working in Arcadia, California, who has been in the financial industry for 11 years. Wu works at Cetera Investment Advisers LLC. During their career, Wu has held roles at Ucb Investment Services, Inc, Ubs International Inc, Ubs Financial Services Inc, Cathy Bank, Cetera Investment Services, Cetera Investment Advisers LLC and East West Bank. Wu has Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in California. Cetera Investment Advisers LLC is an advisory business headquartered in Arcadia, California. It has offices in 1,938 locations and a total of 1,951 financial advisors. It has $10 billion in assets under management among its 51,335 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 123 charitable organizations. Of its 51,335 accounts, just 12% are associated with high-net-worth clients who have at least $1 million in investable assets. Cetera Investment Advisers LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which service is offered. Fee types charged by Cetera Investment Advisers LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cetera Investment Advisers LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ping Shuang Wu Work History
Ping Shuang has 11 years of experience.
East West Bank
Cetera Investment Advisers LLC
Cetera Investment Services
Ubs Financial Services Inc
Ubs International Inc
Ucb Investment Services, Inc
Ping Shuang Wu has disclosures.
Please visit their SEC profile for more details.