Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Wing ho Tang is a financial advisor who is registered with Empower Advisory Group, LLC. Jimmy has been working in the financial services industry since June 7, 2015. Jimmy is registered with the following securities authorities: Series 7, Series 63, Series 66, and SIE. Jimmy's specializations include Investment advisory, Investment Banking/Brokerage, and Insurance. Empower Advisory Group, LLC is a registered investment advisor with the SEC. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm's mission is to provide clients with personalized financial advice and investment management services that meet their individual needs.
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.
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
CO
04/13/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
09/02/2016 - 08/22/2017
GWFS EQUITIES, INC. (ANDOVER MA)
MA
01/02/2015 - 03/30/2016
GWFS EQUITIES, INC. (ANDOVER MA)
MA
06/17/2014 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 02/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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