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Matthew Jonathan Wong

Transamerica Financial Advisors, Inc.

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About Matthew Jonathan Wong

Matthew Jonathan Wong is a financial advisor registered with Transamerica Financial Advisors, Inc. Matthew has been in the industry since 2011 and holds Series 6, 63, and 65 licenses. Matthew has been with Transamerica Financial Advisors, Inc. since 2012. Prior to that, Matthew worked at SAGEPOINT FINANCIAL, INC. Matthew specializes in providing financial advice to high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Matthew offers investment advisory services, including portfolio management for individuals and selection of other advisors.

Firm Information

Matthew 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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Matthew Wong’s Registration & Firm History

CA

10/19/2012 - Present

Transamerica Financial Advisors, Inc. (Pasadena CA)

CA

07/11/2011 - 06/18/2012

SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)

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Licenses & Designations

IA

Issued 10/08/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Jonathan Wong.
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