Oneamerica Securities
46yrs
Top advisor by experience in Waltham
9yrs
Wei Li
Financial advisor at Transamerica Financial Advisors
Wei Li has worked in the financial industry for 9 years and is a financial advisor based in Waltham, Massachusetts. Wei has been with Transamerica Financial Advisors since 2017. Transamerica Financial Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office230 2nd Ave. 2nd Floor Suite 204, Waltham, MA 02451
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowTransamerica Financial Advisors, LLCCurrent firm
Contact Wei
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for Wei. 230 2nd Ave. 2nd Floor Suite 204Waltham, MA 02451Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Wei
Tailored to Wei’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wei
How do I contact Wei?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Wei Li. Wei works from the Waltham, MA office.
How long has Wei been a financial advisor?
Wei has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Wei hold?
Series 63. Tap any license on this page to see what it allows.
Is Wei a fiduciary?
Wei is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wei paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Wei for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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