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Bei W
Series 63, Series 66
Los Angeles, CA
Navy Federal Investment Services, LLC
Bei Wan is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Navy Federal in 2026, Bei worked at LPL Enterprise, Prudential Insurance Company of America, Guardian Life Insurance Company, and New York Life Insurance Company. Additionally, Bei holds a non-sponsored broker appointment with Guardian Insurance Company related to fixed products new business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and maintains oversight of client suitability and manager selection.
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