Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mao chang? Claim Your ProfileMao chang Wang is a registered Investment Advisor Representative (IAR) with Sequent Planning, LLC. Mao chang Wang is currently licensed with California and is approved to offer investment advisory services. Mao chang Wang is also a Registered Representative with Sequent Planning, LLC. Mao chang Wang has been in the industry for over 7 years and specializes in portfolio management for individuals and financial planning. Mao chang Wang has taken the Series 65 exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NE
07/15/2024 - Present
Sequent Planning, LLC (OMAHA NE)
IA
Issued 11/07/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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