Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Jianmin Wang is a registered representative of LPL Enterprise, LLC. Jon Wang is a registered representative in California. Jon Wang has been in the securities industry since 2024. Jon Wang has passed the Uniform Combined State Law Examination. Jon Wang has specializations in 1, 3, 5, and 6. The firm, LPL Enterprise, LLC, offers consulting and other non-discretionary advisory services, financial planning, educational seminars, portfolio management for businesses and individuals, and other services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/10/2024 - Present
LPL Enterprise, LLC (IRVINE CA)
Active
Inactive
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