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Wescom Financial Services | Pan Kwe

1-888-4WESCOM (1-888-493-7266) ext. 5104

Pan Kwe

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Pan Kwe

Contact Information

Pan Kwe

Senior Financial Advisor

1-888-493-7266 x4548

Representing Torrance, Hawthorne, Signal Hill

Wescom Financial Services
P.O. Box 7058
Pasadena, CA 91109

send email

Pan's Team

Norm Yee

Norm Yee

Financial Advisor

x8706

email Norm


Jessmark Tanaka

Jessmark Tanaka

Registered Investment Associate

x6065

email Jessmark

They're here to help you!

Business Philosophy

As a conservative financial advisor for the last 20 years, I strive to educate and assist members in reaching their financial goals, whether those goals include saving for retirement, income distribution, wealth growth, or protecting and transferring assets. I focus on one member at a time, providing a level of personal and excellent service that exceeds expectations.

About Pan

Education

  • Cal State San Bernardino — B.S. – Finance and Management Accounting
  • Cal State San Bernardino — M.B.A – Finance

Previous Experience

  • Great Western Financial Services
  • Guarantee Brokerage Services
  • East West Investment Services

Additional Qualifications

  • California Insurance Agent License #0B25141

Personal Interests

  • Travel and cooking

Registered through our broker-dealer, Wescom Financial Services

  • Series   7 — General Securities Representative
  • Series 24 — General Securities Principal
  • Series 63 — Uniform State Law
  • Series 66 — Uniform Combined State Law

Securities State Registration

  • AK, CA, CO, AZ, IL, OH, NM, NV, OH, TN, UT