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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pei? Claim Your ProfilePei Suen Janice Ng is a financial advisor with over 19 years of experience in the industry. Pei Suen Janice is currently registered with Ameriprise Financial Services, LLC in both California and Texas. Before joining Ameriprise Financial Services, LLC, Pei Suen Janice was previously registered with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in California. Pei Suen Janice specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Pei Suen Janice has a strong background in investments and is committed to providing her clients with personalized financial advice. Pei Suen Janice holds the Series 66, SIE, Series 31 and Series 7 licenses.
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.
Asset allocation services
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
CA
10/28/2011 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
06/01/2009 - 11/07/2011
MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
03/08/2004 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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