Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Chengkuo Hu is a financial advisor with over 27 years of experience in the financial services industry. Philip is currently registered with Transglobal Advisory, LLC and holds a variety of licenses and certifications. Philip specializes in providing financial advice to individuals, families, businesses, and institutions. Philip has a strong track record of success in helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Cash management and estate planning
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/21/2019 - Present
Transglobal Advisory, LLC (MONROVIA CA)
CA
02/02/2005 - 09/16/2008
TRANSAMERICA FINANCIAL ADVISORS, INC. (ALHAMBRA CA)
CT
04/08/2004 - 02/02/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
02/03/2004 - 03/30/2004
GLOBALINK SECURITIES, INC. (PASADENA CA)
CA
05/01/2002 - 01/20/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
GA
04/12/2002 - 05/10/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
02/20/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
CO
10/25/1995 - 02/09/1996
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
02/27/1995 - 09/28/1995
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/22/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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