Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josefina? Claim Your ProfileJosefina Wong is a registered investment advisor representative at Truist Advisory Services, Inc. Josefina Wong is active in the investment industry and has been working in this field since 2001. Josefina Wong is currently registered in 53 states, as well as in the District of Columbia, Puerto Rico and the Virgin Islands. Josefina Wong has a Series 66 license and is also licensed in the state of Florida as an Investment Advisor.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
09/14/2016 - Present
Truist Advisory Services, Inc. (MIAMI FL)
BOTH
Issued 12/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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