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Mary J Wong

Transamerica Financial Advisors, Inc.

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About Mary J Wong

Mary Wong is a financial advisor at Transamerica Financial Advisors, Inc. in Alviso, CA. She has over 20 years of experience in the financial industry. Mary has a Series 6 and Series 63 license, as well as a SIE. Her expertise includes investment management for individuals, and she also provides guidance in the selection of other advisors. Prior to joining Transamerica Financial Advisors, Inc., Mary worked for World Group Securities, Inc., Princor Financial Services Corporation, Pruco Securities, LLC., and MONY Securities Corporation. Mary’s focus is to help clients achieve their financial goals by providing personalized financial advice and investment strategies.

Firm Information

Mary Wong is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary Wong’s Registration & Firm History

CA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (ALVISO CA)

CA

09/08/2008 - 01/06/2012

WORLD GROUP SECURITIES, INC. (ALVISO CA)

CA

11/08/2006 - 08/01/2007

PRINCOR FINANCIAL SERVICES CORPORATION (BURLINGAME CA)

GA

09/28/2004 - 07/12/2006

WORLD GROUP SECURITIES, INC. (DULUTH GA)

NJ

02/23/2004 - 09/16/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

NY

09/05/2000 - 05/01/2003

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary J Wong.
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