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Hanna Wu

AMPLIFY LIFE INSURANCE COMPANY
Brisbane, CA
Some features on this profile are disabled
CRD#: 6506296
HW

Professional summary

Hanna Wu is a registered financial advisor currently at AMPLIFY LIFE INSURANCE COMPANY located in Brisbane, California.

Hanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Hanna has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) AMPLIFY LIFE INSURANCE - 9/26/2019 - 2111 Lane Street, #24560, San Francisco, CA 94124-0560 - Owner, Managing, Not Invt Rel, Insurance business, 192 hrs/mo; 5 hrs/mo (during trading hours). Owner of insurance agency.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hanna Wu's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 18, 2022 - Present

AMPLIFY LIFE INSURANCE COMPANY

RIA
CRD#: 317885
Brisbane, CA
Past

June 10, 2021 - December 31, 2024

THE LEADERS GROUP, INC.

BD
CRD#: 37157
San Francisco, CA
Past

June 18, 2015 - May 20, 2020

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
BURLINGAME, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/20/2022)
IAR
Florida
(5/2/2022)
IAR
Georgia
(3/18/2022)
IAR
Texas
(5/4/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/2/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/26/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/18/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AL
AMPLIFY LIFE INSURANCE COMPANY
AMPLIFY LIFE INSURANCE COMPANY

CRD#: 317885 / SEC#:

California
Registered Investment Advisory firm - (4/20/2022 Approved)
Florida
Registered Investment Advisory firm - (5/2/2022 Approved)
Georgia
Registered Investment Advisory firm - (3/18/2022 Approved)
Texas
Registered Investment Advisory firm - (5/4/2022 Approved)
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Contact information

Main Address
2261 Market Street Ste 5482, San Francisco, CA 94114
Mailing Address
Phone number
(415) 200-3041
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMPLIFY LIFE INSURANCE COMPANY

CRD#: 317885Brisbane, CA

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