Wai Au, APMA®

Investment Specialist at Roseville Wealth Management Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Lancaster, Pennsylvania, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 66
    NASAA
    Oct, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Sep, 2022
    - Nov, 2024
  • Accredited Portfolio Management Advisor™ or APMA™ Professional Designation
    College for Financial Planning
    Dec, 2022
    - Nov, 2024

Experience

  • Roseville Wealth Management Group
    • Financial Services
    • 1 - 100 Employee
    • Investment Specialist
      • Jun 2022 - Present

      Roseville Wealth Management Group A private wealth advisory practice of Ameriprise Financial Services, LLC Roseville Wealth Management Group A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Volvo Group
    • Sweden
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Finance Intern
      • Jan 2022 - May 2022

Education

  • Penn State University
    Bachelor's degree, Finance
    2018 - 2022
  • Hempfield Senior High School
    High School Diploma, General Studies
    2014 - 2018

Community

You need to have a working account to view this content. Click here to join now