Li He Email & Phone Number
Financial Advisor @ Morgan Stanley
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Li He Location
- Benicia, CA, US
Li He Work
- 2014 -now Financial Advisor @
- 2009 -2014 Private Banker and Investment associates @
- 2006 -2008 Operations Supervisor @
Li He Education
- Davenport University
BS (Computer Science and Business)
2003-2008
Li He Skills
- Series 63
- CA life insurance
- fluent in Chinese
- Series 7
- Series 6
- Small Business Lending
- Securities
- Portfolio Management
- Mutual Funds
- Wealth Management
- Life Insurance
Li He Summary
- Li He, based in Benicia, CA, US, is currently a Financial Advisor at Morgan Stanley. Li He brings experience from previous roles at Wells Fargo and UPS. Li He holds a 2003 - 2008 BS in Computer Science and Business @ Davenport University. With a robust skill set that includes Series 63, CA life insurance, fluent in Chinese, Series 7, Series 6 and more. Li He has 3 emails and 4 mobile phone numbers on RocketReach.
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