Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wen? Claim Your ProfileWen Ma is a financial advisor with Globalink Securities, Inc. Wen has been in the financial industry since 2020 and has a Series 63, Series 6TO, and SIE license. Wen is registered in California, Massachusetts, and New York. Wen was previously employed by Transamerica Financial Advisors, Inc. in Flushing, New York.
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.
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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CA
10/26/2022 - Present
Globalink Securities, Inc. (Monrovia CA)
NY
06/22/2020 - 09/30/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (FLUSHING NY)
BC
Issued 07/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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