Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Leung Wong is an Investment Advisor Representative with Osaic Wealth, Inc., with over 27 years of experience in the financial services industry. Phillip has a wide range of experience and has held licenses in many states. Phillip is also a Registered Representative in the states of Connecticut, Delaware, District of Columbia, Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, North Carolina, Rhode Island, Texas, and Virginia. Phillip provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
MA
01/31/2012 - Present
Osaic Wealth, Inc. (WAYLAND MA)
MA
04/18/1995 - 04/20/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/18/1995 - 04/20/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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