Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ada? Claim Your ProfileAda Dang is an experienced financial professional with over 15 years in the industry. Ada currently holds a Series 6, 7, and 63 license, and she has previously held a Series 65 license. Ada is a registered representative with Equity Services, Inc. and her practice specializes in providing financial advice and investment management to individuals, businesses, and retirement plan sponsors. Ada is dedicated to helping clients achieve their financial goals and believes in building long-term relationships.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
12/21/2021 - Present
Equity Services, Inc. (DIAMOND BAR CA)
TX
09/23/2021 - 12/20/2021
LION STREET FINANCIAL, LLC (AUSTIN TX)
CA
07/10/2017 - 09/27/2021
EQUITY SERVICES, INC. (DIAMOND BAR CA)
CA
09/06/2013 - 07/27/2017
AMERITAS INVESTMENT CORP. (ALHAMBRA CA)
CA
09/01/2000 - 08/14/2007
METLIFE SECURITIES INC. (CITY OF INDUSTRY CA)
CA
09/01/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CITY OF INDUSTRY CA)
BC
Issued 01/30/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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