National Financial Services Group |
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Wei LiFinancial Advisor
Phone: 770-512-5184 Wei Li has been with NFSG, as a financial advisor, since 2006. She came to our firm after a diverse career in academic research, product development & marketing and international business consulting. Wei attended the University of Science and Technology of China, and obtained her Ph.D. from the University of Missouri-Columbia at age 25. After her graduate studies, Wei first worked at Lawrence Berkeley Laboratories, a highly regarded U.S. National Laboratory of the U.S. Department of Energy. She then joined Milliken & Company, a leading U.S. manufacturer in South Carolina. Her corporate career also includes Premier Research Worldwide where she focused on strengthening PRWW’s strategic initiative in Corporate Partnership Development and Global Alliance. With an extensive background in both public sectors and private businesses, Wei is driven by a strong desire to help her clients pursue their financial goals and to give back to the community. She specializes in wealth management for corporate executives, S corp and LLC business owners, and distribution planning from qualified assets. Having passed the FINRA series 7 and 66 securities exams, Wei Li is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and offers securities in Georgia. She is also insurance licensed in Georgia. In addition, Wei Li is a member of the Newnan-Coweta Chamber of Commerce, member of the Newnan Chapter of Business Network International and member of Lions Club International. A native of China, Wei and her family live in Sharpsburg, Georgia. I am licensed to sell insurance in Georgia. I am licensed to sell securities in Georgia. I cannot communicate with, or respond to requests from, people who reside in states where I am not licensed to conduct insurance or securities business. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, GA 30338 (770) 512-5100. National Financial Services Group is independent of Equity Services, Inc. ![]()
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ATLANTA MAIN OFFICE: 1050 Crown Pointe Parkway, Suite 1000 FLORIDA TENNESSEE
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Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, Georgia 30338 (770) 512-5100. National Financial Services Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.