Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Wong is a financial professional with over 18 years of experience in the financial services industry. Emily currently works as a registered representative at Park Avenue Securities LLC, where she has been employed since March 2015. Prior to joining Park Avenue Securities LLC, Emily held positions at various financial institutions, including Guardian Investor Services LLC, HSBC Securities (USA) Inc., Allianz Global Investors Distributors LLC, J.P. Morgan Institutional Investments Inc., and J.P. Morgan Alternative Asset Management, Inc. Emily holds the Series 66, Series 24 and Series 7 licenses and has successfully passed the Securities Industry Essentials Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NY
03/31/2015 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
01/07/2015 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
08/27/2012 - 11/03/2014
HSBC SECURITIES (USA) INC. (New York NY)
NY
09/25/2006 - 02/11/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
05/03/2005 - 03/06/2006
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
12/02/2003 - 03/23/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
08/19/2003 - 11/24/2003
J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. (NEW YORK NY)
BOTH
Issued 03/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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