Jeffrey Ngo

Vice President – Investments, Financial Advisor at Wells Fargo Advisors

Role: Financial Advisor, Vice President Investments at Wells Fargo Advisors
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jeffrey Ngo

This information is intended for use only by residents of (CA) only. CA Insurance…

Experience

Financial Advisor, Vice President Investments
Wells Fargo Advisors
Aug 2021 — Present

Skills

Credit
Financial Planning
Mortgage Lending
Microsoft Word
Financial Analysis
Finance
Relationship Management
Marketing Strategy
Public Relations
Retirement Planning
Insurance
Microsoft Excel
Sales Management
Salesforce.com
Business Development
Wealth Management
Microsoft Office
Sales
Email Marketing
Marketing
Social Media
Portfolio Management
Loans
Leadership
Investments
Customer Service
Team Building
Management
Event Planning
Account Management
Financial Services
Series 7
Banking
Mutual Funds
Risk Management
Social Networking
Social Media Marketing

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Jeffrey Ngo

Experience

Financial Advisor, Vice President Investments

Skills

Find verified contacts for anyone on LinkedIn