Shunly Wang (CRD# 4680130) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Flushing, NY and has over 7 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lspn Pro, LLC | Lindon, UT | Apr 2022 - Current | 2 |
| Ny Notary Public | Flushing, NY | Oct 2021 - Current | 2 |
| Notary Public Of New Jersey | East Brunswick, NJ | Jun 2019 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Flushing, NY | Apr 2016 - Current | 8 |
| World Financial Group, Inc. | Flushing, NY | Sep 2015 - Current | 8 |
| Ding Yu International North America | East Brunswick, NJ | Jul 2015 - Current | 8 |
| Unemployed | East Brunswick, NJ | Feb 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- NJ
- NY
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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