Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Wong is a financial advisor with Charles Schwab & Co., Inc. She has been in the industry since October 1, 2012 and is registered with both FINRA and the state of California. Angela has a strong background in financial planning and portfolio management. She is also licensed to provide investment advisory services to individuals and families. In addition to her current role, Angela is also a registered representative with Pruco Securities, LLC. She is committed to helping clients achieve their financial goals by providing comprehensive financial advice and customized investment strategies.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
12/09/2022 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
01/27/2012 - 04/17/2020
PRUCO SECURITIES, LLC. (Walnut Creek CA)
BOTH
Issued 12/5/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/15/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 1/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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