Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sang? Claim Your ProfileSang H Shin is a financial professional with over 22 years of experience in the financial services industry. Sang currently works as a Registered Representative at TLG Advisors, Inc., where they provide investment advisory services to a diverse clientele, including individuals, corporations, and retirement plans. Sang has also held positions with Cabot Lodge Securities LLC and Wilbanks Securities, Inc. Sang holds several professional licenses, including Series 7 and Series 66, demonstrating their commitment to delivering professional and knowledgeable financial advice.
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.
Placement of institutional funds
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
CO
02/14/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
TX
05/28/2017 - 12/04/2023
CABOT LODGE SECURITIES LLC (Allen TX)
TX
09/09/2005 - 06/27/2017
WILBANKS SECURITIES, INC. (Allen TX)
SC
08/22/2003 - 09/23/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
01/29/2003 - 07/08/2003
PMB SECURITIES CORP. (NEWPORT BEACH CA)
NY
08/15/2001 - 12/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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