Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Min? Claim Your ProfileMin Song is a financial advisor at Falcon Wealth Planning, Inc. Min has been in the financial industry since May 2007. Min has a Series 7, Series 66, and SIE license. Min's office is located in Ontario, CA. Min specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
Selection of other advisers fees
1
2
CA
03/19/2018 - Present
Falcon Wealth Planning, Inc. (ONTARIO CA)
CA
05/28/2008 - 08/23/2017
TD AMERITRADE, INC. (RANCHO CUCAMONGA CA)
CA
05/04/2007 - 04/02/2008
UBS FINANCIAL SERVICES INC. (BREA CA)
BOTH
Issued 05/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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