Marjorie W. Wang
Professional summary
Marjorie W Wang, CFP®, who also goes by Marjorie Wei Wang, Marjorie Wang, is a registered financial professional currently at WEALTH HOUSE CAPITAL INC. located in Livingston, New Jersey.
Marjorie is registered as a RR (Registered Representative) and started their career in finance in 2018. Marjorie has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Marjorie W Wang's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 11, 2024 - Present
WEALTH HOUSE CAPITAL INC.
February 4, 2022 - August 30, 2024
LANDOLT SECURITIES, INC.
March 23, 2020 - July 1, 2021
LANDOLT SECURITIES, INC.
August 24, 2018 - March 20, 2019
J.P. MORGAN SECURITIES LLC
August 23, 2018 - March 20, 2019
J.P. MORGAN SECURITIES LLC
February 7, 2018 - October 8, 2018
NI ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/25/2026)
(1/30/2024)
(2/22/2024)
(2/29/2024)
(5/14/2024)
(11/20/2025)
(6/24/2025)
(1/2/2025)
(6/11/2024)
(8/30/2024)
(1/30/2024)
(2/20/2024)
(2/9/2024)
(4/22/2024)
(2/26/2024)
(3/18/2024)
(9/24/2024)
(3/3/2025)
Exams
Series 99TO
Date: 1/11/2024
Operations Professional ExaminationFINRA
Current Firm
WEALTH HOUSE CAPITAL INC.
CRD#: 323088 / SEC#: , 8-70973
Contact information
FINRA licenses (18 States and Territories)
Red Flags
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