Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fong is a financial advisor with over 15 years of experience in the industry. Currently, William is a registered representative with J.P. Morgan Securities LLC and is licensed to provide financial advice in California, Florida, and Illinois. Previously, William was also associated with Transamerica Financial Advisors, Inc. and World Group Securities, Inc. William's areas of expertise include investment advisory services for individuals, businesses, and charitable organizations. William is also qualified to provide financial planning and pension consulting 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IL
10/25/2023 - Present
J.p. Morgan Securities LLC (EVANSTON IL)
IL
01/06/2012 - 09/21/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Buffalo Grove IL)
IL
08/11/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CHICAGO IL)
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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