Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sue? Claim Your ProfileSue Ling Wong is a financial advisor at Osaic Wealth, Inc. in Daly City, California. Sue has been in the industry since October 26, 2000, and has a wealth of experience in financial planning, portfolio management and insurance products. Sue holds Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Sue offers a variety of services to individuals, businesses and families, including financial planning, investment management and insurance planning. Sue is committed to helping her clients achieve their financial goals.
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.
1
2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (DALY CITY CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DALY CITY CA)
CA
10/12/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (DALY CITY CA)
CA
09/24/2002 - 10/17/2012
WOODBURY FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CT
10/27/2000 - 10/14/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 10/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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