Wilson Wei Ma

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  San Francisco, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Francisco, CA

Previous Registrations

• 2009-11-17 → 2011-01-03
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA
• 2009-05-02 → 2009-11-17
  Chase Investment Services Corp.
  South San Francisco, CA
  Daly City, CA
  Daly City, CA
• 2007-06-12 → 2009-05-02
  Wamu Investments, Inc.
  Daly City, CA
  San Francisco, CA
  Daly City, CA
  Daly City, CA
  Millbrae, CA
  Foster City, CA

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; SAN FRANCISCO, CA; 100% OWNER; START DATE 2/2012; 0 HRS PER MONTH. IHSS; NOT INVESTMENT RELATED; SAN FRANCISCO,CA; CARE GIVER; START DATE 11/01/2019; NUMBER OF HOURS PER MONTH 60; NUMBER OF HOURS DURING TRADING 0; COOKING AND CLEANING FOR ILL MOTHER. RENTAL PROPERTY, INVT RELATED, SAN FRANCISCO, CA, 100% OWNERSHIP, START DATE 8/5/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. PROPERTY MANAGER HIRED TO HANDLE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-12
• S63 Uniform Securities Agent State Law Examination
  2000-12-04

Other Names

• Wei Zhang Ma