Unclaimed
Sally Woo Ng is a financial advisor with over 30 years of experience in the financial services industry. She has held various positions at prominent firms including MML Investors Services, Inc., Cadaret, Grant & Co., Inc., and AIG Equity Sales Corp. Sally is currently a Registered Representative and Investment Advisor Representative for The Wealth Consulting Group. The Wealth Consulting Group is a registered investment advisor firm headquartered in Las Vegas, NV. They provide a range of financial services, including financial planning, portfolio management, and pension consulting. Sally is a Certified Financial Planner (CFP) and holds several securities licenses, including Series 6, 7, 24, 31, and 63. With her extensive experience and expertise, Sally provides personalized financial guidance to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NV
11/18/2015 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
MA
05/05/1999 - 08/13/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
01/02/1998 - 05/05/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
07/14/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
07/23/1991 - 07/02/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
01/30/1989 - 07/18/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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