Wei Ye
Professional summary
Wei Ye, CFP®, who also goes by Rebecca Ye, was a registered financial advisor .
Wei is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Wei had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
At a Glance
Biography
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2020
Education
Loyola University
Master Degree - Computer Science
1998
Experience
June 26, 2026 - Present
July 13, 2018 - March 6, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 13, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
November 17, 2017 - March 5, 2024
FIDELITY BROKERAGE SERVICES LLC
May 6, 2016 - November 24, 2017
J.P. MORGAN SECURITIES LLC
May 6, 2016 - November 24, 2017
J.P. MORGAN SECURITIES LLC
March 14, 2014 - November 25, 2015
PRUCO SECURITIES, LLC.
March 20, 2013 - November 25, 2015
PRUCO SECURITIES, LLC.
September 18, 2008 - February 28, 2013
MML INVESTORS SERVICES, LLC
June 16, 2004 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
June 16, 2004 - September 22, 2008
MSI FINANCIAL SERVICES, INC.
March 23, 2004 - June 2, 2004
WORLD GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2026)
Exams
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
