Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yong? Claim Your ProfileYong Wang is an investment advisor representative with Transglobal Advisory, LLC, based in Monrovia, California. Yong specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Cash management and estate planning
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
02/27/2023 - Present
Transglobal Advisory, LLC (MONROVIA CA)
BOTH
Issued 10/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2021
Series 24 - General Securities Principal Examination
BC
Issued 03/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Yong Wang is the right advisor for you? Invested Better is here to help.
