ADVISOR BIO

Arthur Lin is a financial advisor with Ameriprise Financial Services, LLC. Arthur has been in the financial services industry since 2002. Arthur is registered in 8 states as both a Broker-Dealer and an Investment Advisor. Arthur holds multiple FINRA Series licenses and is licensed to sell insurance.

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ADVISOR BIO

Bill Jian-ting Liau is a registered investment advisor representative with Transglobal Advisory, LLC. Bill has been in the industry since 2013 and is licensed in California. Bill provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Bill holds a Series 7, 24, 27, 63, 65, 66, 87, 99TO, and SIE licenses. Bill has worked with Globalink Securities, Inc and GriffinesT Asia Securities, LLC. Bill also works as an independent insurance agent for Transglobal Holding Company and is the CEO of AI Mortgage Lending.

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ADVISOR BIO

Chihhan Chen is a financial advisor and Managing Member of Typhos Investment Management LLC, a portfolio management firm based in Torrance, CA. Chihhan is also a registered representative of Transglobal Advisory, LLC, a registered investment advisor. Chihhan has extensive experience in the financial services industry, having worked for several firms in a variety of roles. Chihhan is also a Chartered Financial Analyst (CFA). Chihhan specializes in portfolio management, financial planning, and estate planning. Chihhan has a strong track record of success in helping clients achieve their financial goals.

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Chongfen Zhang is an investment advisor representative at Transglobal Advisory, LLC. Chongfen has been in the industry since 2017. Chongfen specializes in retirement planning, investment strategies, and cash management. Chongfen's firm has a focus on providing investment advice and services to individuals, businesses, and non-profit organizations.

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ADVISOR BIO

Christopher De Lorimier is an investment advisor representative with O'Connor Wealth Management, Inc. Christopher has been in the industry since July 2008. Christopher is licensed in California as an investment advisor representative and offers financial planning, and portfolio management for individuals.

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ADVISOR BIO

Chuanbing Rong is a financial advisor with Transglobal Advisory, LLC. Chuanbing has been in the financial services industry since May 1, 2018, and has worked at Transamerica Financial Advisors, Inc., World Financial Group, Inc. and Ford Motor Company, as well as several insurance companies. Chuanbing is a Certified Financial Planner and holds the Series 7, 6 and 63 securities licenses as well as the SIE. Chuanbing specializes in portfolio management for individuals, businesses and pooled investment vehicles. Chuanbing offers financial planning and estate planning services.

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ADVISOR BIO

Chun mo Ng is a financial advisor with Citigroup Global Markets Inc.. Chun mo Ng is registered in California as a both a Broker and an Investment Advisor Representative. Chun mo Ng has been in the financial services industry for at least seven years. Chun mo Ng is registered in several states. Chun mo Ng holds the Series 66, Series 7TO, and the SIE licenses.

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ADVISOR BIO

Erhwei Huang is an investment advisor representative who has been in the industry since 2018. Erhwei holds Series 3, 7TO, 63, and 65 licenses. Erhwei Huang is registered with Transglobal Advisory, LLC, in California. They have a focus on cash management and estate planning, as well as portfolio management for individuals and businesses.

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ADVISOR BIO

Gerald John Massa is an investment advisor representative associated with Osaic Wealth, Inc. He is based in MONROVIA, CA and has been in the financial services industry since April 12, 1995. Gerald John Massa is registered to offer securities in 19 states and is licensed with FINRA and a State regulator. Gerald John Massa is a licensed securities agent and has passed the Series 6, Series 63, and SIE exams. In addition to being a licensed securities agent, Gerald John Massa also offers financial planning, pension consulting, educational seminars, and portfolio management services. He specializes in providing financial advice to high net worth individuals, charitable organizations, corporations and other businesses, individuals other than high net worth, and pension and profit-sharing plans.

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ADVISOR BIO

Hang Dong is an Investment Advisor Representative registered with Transglobal Advisory, LLC. Hang has been in the industry since 2019 and holds Series 7TO, Series 63 and Series 65 licenses. Hang provides investment advisory services to a variety of clients including individuals, businesses, charitable organizations, and pooled investment vehicles. Hang's areas of expertise include financial planning, portfolio management, cash management, and estate planning.

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