Best Investors
Account
Sign in
Best Investors
Account
Sign in
231 W. Main Street, Los Gatos, CA 95030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consonance Wealth Management, Llc | Los Gatos | CA | 08/2016 | Present |
MS. WEI SHAO IS A LICENSED INSURANCE AGENT, LICENSED BY THE STATE OF CALIFORNIA TO SELL INSURANCE PRODUCTS TO INDIVIDUALS. ALL ACTIVITIES OF MS. SHAO AS AN INSURANCE AGENT ARE CONDUCTED AS A SOLE PROPRIETOR FROM 15559 UNION AVENUE, SUITE 300, LOS GATOS, CA 95032. MS. SHAO MAY AFFIILIATE WITH SPECIFIC INSURANCE COMPANIES AS AN APPOINTED AGENT OF THOSE COMPANIES. AT SUCH TIME, ANY AND ALL AFFILIATIONS WITH INSURANCE COMPANIES WILL BE DISCLOSED ON THE CONSONANCE WEALTH MANAGEMENT FORM ADV PART 2. SHE DEVOTES UP TO 10 HOURS PER WEEK AS AN INSURANCE AGENT, DURING SECURITIES TRADING HOURS.
Reach out to this advisor