Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tong? Claim Your ProfileTong Page is a financial advisor with over 3 years of experience in the financial industry. Tong Page is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Tong Page holds the Series 66, Series 7TO, and SIE licenses. Tong Page also holds a state registration in California and has previously worked with Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, Citibank, Tesla, Inc., City National Bank, and United Airlines. Tong Page specializes in financial planning, portfolio management, and pension consulting. Tong Page also provides educational seminars and market timing services to clients. Tong Page is committed to providing clients with the highest level of service and expertise.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/10/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OAKLAND CA)
BOTH
Issued 10/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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