ADVISOR BIO

Ang Zuo is an Investment Advisor Representative and Registered Representative with J.p. Morgan Securities LLC. Ang has experience in the financial services industry, having worked with both MM Global Securities, Inc. and Ivy Elite, Inc. Ang holds several securities licenses, including Series 7, Series 63, and Series 65, and is registered in New York, Connecticut, and New Jersey. Ang works with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Ang specializes in portfolio management for businesses and individuals, financial planning, and selection of other advisors. Ang's firm, J.p. Morgan Securities LLC, is a large financial services firm with a strong track record in providing financial services to a diverse clientele.

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ADVISOR BIO

Bella Dulzura Genao calvo is a financial professional with over 6 years of experience in the industry. Bella is registered to provide investment advice in Connecticut, New Jersey, and New York. Bella works as a Registered Representative and Investment Advisor Representative for J.p. Morgan Securities LLC. J.p. Morgan Securities LLC specializes in providing portfolio management services to individuals, businesses, corporations, high net worth individuals, labor unions, insurance companies, charitable organizations and pension and profit-sharing plans.

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ADVISOR BIO

Bingru Zhang is a financial advisor registered with Transamerica Financial Advisors, Inc. Bingru has been in the industry since May 1, 2002. Bingru holds several licenses and registrations including Series 63, 26 and SIE. Bingru has experience working with World Group Securities, Inc. and WMA Securities, Inc. Bingru's specializations include securities and investment company products/variable contracts.

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ADVISOR BIO

Cenwei Cai is a registered representative with J.P. Morgan Securities LLC and has been in the industry since January 2023. Cenwei is registered in Connecticut, New Jersey, and New York. Cenwei Cai has passed the Series 63, Series 6TO and SIE exams and is licensed to sell Investment Company Products/Variable Contracts.

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ADVISOR BIO

Chingchi Chien is a financial advisor with over 20 years of experience in the industry. Chingchi is currently registered with Transamerica Financial Advisors, Inc., a firm with over $1 billion in assets under management. Chingchi specializes in portfolio management for both individuals and businesses. Chingchi has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Chunyee Miot is a financial advisor with Transamerica Financial Advisors, Inc. Chunyee Miot has been in the financial industry since 2006. Chunyee Miot specializes in variable products and retirement planning. Chunyee Miot holds a Series 6, Series 26, Series 63, and SIE licenses. Chunyee Miot is registered in Connecticut, Florida, Indiana, Maryland, Massachusetts, New Jersey, New York, and Texas. Chunyee Miot was previously employed by WORLD GROUP SECURITIES, INC. from 2006 to 2012.

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ADVISOR BIO

Chuw moon Lee is a financial advisor registered in New York and New Jersey. Chuw moon Lee is affiliated with Transamerica Financial Advisors, Inc. and has been in the financial services industry since 2000. Chuw moon Lee has passed the Series 6, Series 63, and SIE exams.

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ADVISOR BIO

Daniel Tang is a registered representative with J.p. Morgan Securities LLC. Daniel has been in the securities industry since 2008 and has passed the Series 6, Series 7, Series 63, and Series 66 exams. Daniel is registered in 24 states, including New Jersey, New York, and Texas. Daniel is also a registered Investment Advisor Representative in New Jersey, New York, and Texas. Daniel Tang has been with J.p. Morgan Securities LLC since 2012 and is located in the Elmhurst branch office.

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ADVISOR BIO

Dongmei Chen is a financial professional with experience in the industry. Dongmei has been registered with FINRA since 2019 and currently holds a Series 63, Series 6TO, and SIE license. Dongmei is currently registered with J.p. Morgan Securities LLC in New York and is licensed to conduct business in Connecticut, New Jersey, and New York. Dongmei previously worked at HSBC Securities (USA) Inc.

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ADVISOR BIO

Enlan Jin is a financial advisor registered with Transamerica Financial Advisors, Inc. Enlan has been working in the industry since 2013. Enlan is licensed to provide investment advice and sell securities in New York. Enlan specializes in providing financial advice to individuals and businesses.

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