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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pei-jye? Claim Your ProfilePei-jye Wang is an Investment Advisor Representative with Osaic Wealth, Inc., located in Glen Head, NY. Pei-jye has over 20 years of experience in the financial services industry. Pei-jye is registered with the state of New York as an Investment Advisor Representative. Pei-jye is also registered with the state of New York as an Investment Advisor Representative for Osaic Wealth, Inc. Pei-jye is a Series 6, Series 26, Series 63, and Series 65 licensed professional. Pei-jye has also passed the Securities Industry Essentials Examination (SIE). Pei-jye is experienced in financial planning, pension consulting, portfolio management for businesses and 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.
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
NY
01/19/2024 - Present
Osaic Wealth, Inc. (GLEN HEAD NY)
NY
12/21/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GLEN HEAD NY)
NY
06/27/2008 - 12/01/2009
USA ADVANCED PLANNERS INC. (FLUSHING NY)
NY
04/12/2002 - 05/22/2008
WORLD GROUP SECURITIES, INC. (NEW YORK NY)
GA
02/17/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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