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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Leung Fong is a financial advisor with Stratos Wealth Partners, Ltd. Janice has been in the industry since 2009 and holds Series 6, 63, and 65 securities licenses along with the SIE. Janice provides a wide range of advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Janice has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Stratos Wealth Partners, Ltd., Janice worked at OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC.
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.
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.
Percentage of assets under management with third party managers
1
2
CA
02/12/2024 - Present
Stratos Wealth Partners, Ltd. (Redwood City CA)
CA
11/02/2018 - 02/15/2024
OSAIC WEALTH, INC. (REDWOOD CITY CA)
CA
05/11/2009 - 11/02/2018
SIGNATOR INVESTORS, INC. (REDWOOD CITY CA)
IA
Issued 02/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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