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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chongfen? Claim Your ProfileChongfen Zhang is an investment advisor representative at Transglobal Advisory, LLC. Chongfen has been in the industry since 2017. Chongfen specializes in retirement planning, investment strategies, and cash management. Chongfen's firm has a focus on providing investment advice and services to individuals, businesses, and non-profit organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Cash management and estate planning
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/07/2022 - Present
Transglobal Advisory, LLC (MONROVIA CA)
BOTH
Issued 11/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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