Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Donald Wong is a financial advisor with over 40 years of experience in the financial services industry. Timothy has been actively involved in the securities industry since 1982, with a focus on providing investment advice and financial planning services to individuals, businesses, and institutions. Timothy is currently registered with Osaic Wealth, Inc. and previously held positions at Securities America, Inc. and Brecek & Young Advisors, Inc. Timothy is also a licensed attorney, specializing in Estate and Legacy Planning. He is a member of the University of Southern California's Asian Pacific Alumni Association and is a public notary. Timothy is committed to helping his clients achieve their financial goals through personalized financial planning, investment management, and estate planning services.
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
06/14/2024 - Present
Osaic Wealth, Inc. (WEST COVINA CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (WEST COVINA CA)
CA
05/03/1999 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (WEST COVINA CA)
OH
02/03/1998 - 05/14/1999
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
CA
01/11/1991 - 02/10/1998
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MA
03/31/1989 - 12/31/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
02/15/1989 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
11/11/1986 - 12/31/1988
LOWRY FINANCIAL SERVICES CORPORATION
NA
05/13/1982 - 12/04/1986
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
07/18/1983 - 12/01/1986
FINANCIAL ADVISORY CLINIC INVESTMENTS, INC.
BC
Issued 08/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Wong is the right advisor for you? Invested Better is here to help.
