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Suzana Firmansyah Wong

Transamerica Financial Advisors, Inc.

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About Suzana Firmansyah Wong

Suzana Firmansyah Wong is a financial advisor in Cedar Rapids, IA. Suzana is registered with Transamerica Financial Advisors, Inc. in the state of Iowa and California. Suzana has over 20 years of experience in the financial services industry. Suzana Firmansyah Wong holds FINRA Series 6, 26, 63, and 65 securities licenses. Suzana also holds the SIE exam license. Suzana Firmansyah Wong specializes in providing portfolio management for individuals. Suzana is currently not registered with any Investment Advisory firms in Iowa.

Firm Information

Suzana Wong is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Suzana Wong’s Registration & Firm History

IA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

GA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

05/30/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/28/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Suzana Firmansyah Wong.
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