Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cong? Claim Your ProfileCong Wang is a registered representative with HSBC Securities (USA) Inc., located in IRVINE, California. Cong has been in the financial services industry since 2014 and holds licenses in California. Cong is registered as a Securities Agent and has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Cong is specializing in areas such as Mutual Funds, Stocks, and Fixed Annuities.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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
12/26/2024 - Present
Hsbc Securities (usa) Inc. (IRVINE CA)
Active
Inactive
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