Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wong is an Investment Advisor Representative with Fincop Financial Planning. Andrew has been in the financial services industry since 2024. Andrew holds the Series 65 license and is registered with the state of California. Andrew specializes in financial planning, educational seminars, and the selection of other advisors. Andrew is also a police officer with the City of Mountain View.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
03/27/2024 - Present
Fincop Financial Planning (DUBLIN CA)
IA
Issued 11/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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