Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ma? Claim Your ProfileMa Asuncion Mendoza Tapang is a financial advisor with Crux Wealth Advisors. Ma has over 39 years of experience in the financial services industry. Ma is a Certified Financial Planner and holds the Series 7, 24, 51, 63 and 65 licenses. Ma specializes in providing financial planning, pension consulting, and selection of other advisors services to individuals and high net worth individuals. Ma's previous employers include RAYMOND JAMES FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS SECURITIES CORP., and IDS FINANCIAL SERVICES INC. Ma's clients have access to a wide range of investment products and services through Crux Wealth Advisors, including portfolio management, mutual funds, and insurance. Ma is committed to providing her clients with the highest quality financial advice and service.
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.
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.
1
2
CA
08/06/2024 - Present
Crux Wealth Advisors (LONG BEACH CA)
CA
05/31/1988 - 08/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Burbank CA)
NA
07/26/1984 - 06/10/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/09/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
07/26/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 01/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/29/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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