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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ngan? Claim Your ProfileNgan Wedemeier is an investment advisor representative with Empower Advisory Group, LLC. Ngan has been in the financial services industry since 2018. Ngan is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and has a Series 7, Series 63, Series 65, and Series 6TO license. Ngan has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Ngan provides financial planning and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MA
11/22/2022 - Present
Empower Advisory Group, LLC (Wakefield MA)
MA
03/30/2020 - 10/20/2022
CITIZENS SECURITIES, INC. (SOMERVILLE MA)
MA
08/08/2018 - 12/09/2019
AMERIPRISE FINANCIAL SERVICES, INC. (WAKEFIELD MA)
IA
Issued 11/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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