Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Qi? Claim Your ProfileQi Fang is a financial advisor with Transglobal Advisory, LLC. Qi has been in the financial industry since 2016 and has experience with fixed insurance products, life insurance, and securities. Qi specializes in providing financial planning, portfolio management, and estate planning. Qi is registered with the state of California as an investment advisor representative and a registered representative, and is also registered with the state of Texas as a registered representative. Qi is also a member of the Securities Industry and Financial Markets Association (SIFMA). Qi's firm has a total of 23 licensed agents, 27 investment advisor representatives, 21 registered representatives, 28 investment advisory functions, and 0 adviser reps for other investment advisers. Qi's firm also has a total of 39,926,417 in regulatory assets under management, The majority of Qi's clients are individuals, but Qi also works with corporations, charitable organizations, and pooled investment vehicles.
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.
1
2
CA
08/11/2022 - Present
Transglobal Advisory, LLC (MONROVIA CA)
BOTH
Issued 11/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Qi Fang is the right advisor for you? Invested Better is here to help.
