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Cindy B,lee Wang

Globalink Securities, Inc.

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About Cindy B,lee Wang

Cindy B,lee Wang is a securities professional with over 20 years of experience in the financial industry. Cindy is currently registered with Globalink Securities, Inc. in California and Georgia and holds Series 6 and Series 63 licenses. Cindy previously worked at HSBC Securities (USA) INC. and BANC OF AMERICA INVESTMENT SERVICES, INC.. Cindy's experience and credentials make her well-equipped to provide financial advice to individuals and families.

Firm Information

Cindy Wang is currently registered with Globalink Securities, Inc.. Globalink Securities, Inc. is a corporation that was formed on January 3, 1992. The firm is registered with the Securities and Exchange Commission and in 27 states.

Not reported

Assets Under Management

Not reported

Total Clients

78

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.

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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Cindy Wang’s Registration & Firm History

CA

11/04/2016 - Present

Globalink Securities, Inc. (Monrovia CA)

CA

04/08/2009 - 11/03/2016

HSBC SECURITIES (USA) INC. (SAN MARINO CA)

CA

10/04/2000 - 03/13/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (MONTERREY PARK CA)

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Licenses & Designations

BC

Issued 07/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cindy B,lee Wang.
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