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Chuanbing Rong

Transglobal Advisory, LLC

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About Chuanbing Rong

Chuanbing Rong is a financial advisor with Transglobal Advisory, LLC. Chuanbing has been in the financial services industry since May 1, 2018, and has worked at Transamerica Financial Advisors, Inc., World Financial Group, Inc. and Ford Motor Company, as well as several insurance companies. Chuanbing is a Certified Financial Planner and holds the Series 7, 6 and 63 securities licenses as well as the SIE. Chuanbing specializes in portfolio management for individuals, businesses and pooled investment vehicles. Chuanbing offers financial planning and estate planning services.

Firm Information

Chuanbing Rong is currently registered with Transglobal Advisory, LLC. Transglobal Advisory, LLC is an investment advisor headquartered in Monrovia, CA. The firm manages approximately $39.9 million in assets for 185 accounts, including individuals, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management, and cash management and estate planning.
Transglobal Advisory, LLC

185 W CHESTNUT AVE

MONROVIA, CA 91016

$39.93M

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cash management and estate planning

Cash management and estate planning

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Chuanbing Rong’s Registration & Firm History

MI

03/07/2022 - Present

Transglobal Advisory, LLC (CANTON MI)

IL

04/12/2018 - 02/03/2020

TRANSAMERICA FINANCIAL ADVISORS, INC (GLENVIEW IL)

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Licenses & Designations

BC

Issued 05/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chuanbing Rong. Review regulatory record here.
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