Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jinrong? Claim Your ProfileJinrong Wang is a registered investment advisor representative with Ni Advisors and has been in the industry since 2014. Jinrong holds Series 66, 24, SIE and Series 7 licenses. Jinrong specializes in providing financial planning and portfolio management services to individuals. Jinrong also works as a Senior Bridge Engineer for the California State Department of Transportation.
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.
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.
Share fees with third party asset managers
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2
CA
01/01/2025 - Present
NI Advisors (MILPITAS CA)
CA
07/03/2006 - 09/29/2008
NI ADVISORS (OAKLAND CA)
BOTH
Issued 07/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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