Wei
Wang
Transamerica Financial Advisors, Inc
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About this Advisor
Wei Wang is a financial advisor based in Gaithersburg, Maryland, working with Transamerica Financial Advisors, Inc. Wei has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Cuisine Solutions Inc, Homemaker, Insurance Marketing Center, International Medical Group, Inc, Advocate Health LLC, Aetna Inc, Insubuy, Inc, Gs National Insurance, Healthshepra, Ap Benefit Agentlink LLC, and Smart Insurance By Solomon Agency LLC. Wei has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Wei is part of Transamerica Financial Advisors, Inc, which operates out of Gaithersburg, Maryland. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
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Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Wei Wang Work History
Smart Insurance By Solomon Agency LLC
Ap Benefit Agentlink LLC
Healthshepra
Insubuy, Inc
Gs National Insurance
Aetna Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Insurance Marketing Center
International Medical Group, Inc
Advocate Health LLC
Cuisine Solutions Inc
Homemaker
Disclosures
Please visit the SEC profile of Wei 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
New York, NY
Concord, CA
Cedar Rapids, IA
West Covina, CA
Port Jefferson Station, NY
San Antonio, TX
Englewood, CO
Ontario, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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