Ge
Wang
Transamerica Financial Advisors, Inc
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About this Advisor
Ge Wang is a financial advisor who works in Gaithersburg, Maryland with a total of 6 years of relevant experience. Wang is on the advisory team at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Wfg, Benefit Mall, Open Text, Inc, Transamerica Financial Advisors, Inc, Aetna, International Medical Group, Assurant Health Insurance, Insurance Marketing Center, Kaiser Foundation Health Plan Of Mid-Atlantic States, Inc, Ebs Group, LLC, Gs National Insurance, Insubuy Inc and Unitedhealthcare. Wang holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. Transamerica Financial Advisors, Inc is a business based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It controls $2 billion in total assets between its 59,659 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Transamerica Financial Advisors, Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees largely vary depending on the financial services provided. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Ge Wang Work History
Ge has been registered as a financial advisor for 6 years.*
Gs National Insurance
Insubuy Inc
Kaiser Foundation Health Plan Of Mid-Atlantic States, Inc
Ebs Group, LLC
Aetna
International Medical Group
Assurant Health Insurance
Insurance Marketing Center
Transamerica Financial Advisors, Inc
Unitedhealthcare
Wfg
Open Text, Inc
Benefit Mall
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ge Wang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Bellevue, WA
Cincinnati, OH
Colorado Springs, CO
Milpitas, CA
Fort Myers, FL
San Antonio, TX
Braintree, MA
Rancho Santa Margarita, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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