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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Ng is a financial advisor with over 9 years of experience in the industry. Stephanie is currently registered with Onedigital Investment Advisors and is licensed to provide investment advice in California. Stephanie has a strong background in retirement planning and wealth management and has worked with a variety of clients, including individuals, businesses, and charitable organizations. She is dedicated to helping her clients achieve their financial goals and providing them with personalized advice. Stephanie previously worked at Triad Advisors and PIMCO Investments LLC. She has a Series 66, Series 7 and SIE licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/07/2024 - Present
Onedigital Investment Advisors (San Diego CA)
CA
06/21/2024 - 08/23/2024
TRIAD ADVISORS LLC (San Diego CA)
CA
02/06/2020 - 04/04/2024
PIMCO INVESTMENTS LLC (SOLANA BEACH CA)
CA
01/02/2019 - 01/14/2020
TRIAD ADVISORS LLC (San Diego CA)
CA
07/29/2015 - 12/31/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 06/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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