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Zheng W
Series 63, Series 65
Irvine, CA
Cetera
Zheng Wang is a financial advisor with Cetera in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Cetera, he worked at JPMorgan Chase Bank and J.P. Morgan Securities LLC for three years. Outside of finance, he was involved with ATZ Designs LLC for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients nationwide. It offers a multi-manager platform with various investment program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.
Jin H
Series 63, Series 66
Irvine, CA
Cetera
Jin He is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at East West Bank, JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, and Uber. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform, supporting discretionary and non-discretionary advisory programs with significant assets under management.
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