Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nan? Claim Your ProfileNan Wang is a financial advisor with over 18 years of experience in the financial services industry. Nan is currently registered with Osaic Wealth, Inc. and is licensed in California, Hawaii, and Nevada. Prior to joining Osaic Wealth, Inc., Nan was employed with Signator Investors, Inc. and American Express Financial Advisors Inc.. Nan has earned numerous certifications and licenses including the Series 7, Series 24, and Series 66 exams. Nan is a Board of Directors member of the Society of Financial Service Professionals and is a Managing Director of Pacific Financial Partners. Nan provides a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
HI
01/23/2019 - Present
Osaic Wealth, Inc. (HONOLULU HI)
CA
02/08/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAFAYETTE CA)
MN
09/28/2004 - 02/18/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/2004 - 02/18/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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