Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doris? Claim Your ProfileDoris Dong Wang is a financial professional with over 25 years of experience in the financial industry. Currently, Doris Wang is a Registered Representative at Planmember Securities Corp. Doris Wang's professional experience includes roles at FINANCIAL NETWORK INVESTMENT CORPORATION, PENSION PLANNERS SECURITIES, INC., WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC. Doris Wang holds licenses for Series 6, Series 63, Series 26, and SIE exams. Doris Wang is registered with the state of California and Washington. Doris Wang specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/19/2011 - Present
Planmember Securities Corp. (Campbell CA)
CA
08/13/2008 - 08/23/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (CAMPBELL CA)
CA
10/08/2003 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SAN JOSE CA)
GA
04/12/2002 - 09/18/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
03/15/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 03/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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