Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Wang is a financial professional with over 25 years of experience in the industry. Amy is currently registered with Packerland Brokerage Services, Inc. and is located in the City of Industry, California. Amy has previously been registered with several other firms including Foresters Equity Services, Inc., Globalink Securities, Inc., Transamerica Financial Advisors, Inc., and Pruco Securities, LLC. Amy holds Series 6 and Series 63 licenses and the SIE exam. Amy specializes in providing financial planning, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/12/2018 - Present
Packerland Brokerage Services, Inc. (City of Industry CA)
CA
11/17/2009 - 10/12/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
07/31/2007 - 10/30/2009
GLOBALINK SECURITIES, INC. (PASADENA CA)
CA
08/08/2005 - 07/16/2007
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NJ
09/17/1993 - 01/28/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 08/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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