Mei Hui Wu

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 12/2021 → 12/2022
  Td Ameritrade, Inc.
  Saint Louis, MO
• 03/2021 → 09/2021
  La Juicy Seafood
  Saint Louis, MO
• 07/2020 → 02/2021
  Homemaking
  Hilliard, FL
• 03/2020 → 05/2020
  Johnson & Wales University
  North Miami, FL
• 02/2020 → 06/2020
  Mandarin Oriental Group
  Miami, FL
• 06/2019 → 08/2019
  Cases Realty Group
  Miami, FL
• 09/2017 → 05/2020
  Johnson & Wales University
  North Miami, FL
• 07/2015 → 08/2017
  Student
  Hilliard, FL
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2025-01-03
• S63 Uniform Securities Agent State Law Examination
  2022-05-05