Yun Ma (CRD# 7395633) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kyros Ai Corp | Palo Alto, CA | May 2023 - Current | 1 |
| Employee Benefits Corporation Of America | Mclean, VA | Sep 2021 - Current | 2 |
| Agent Pipeline, Inc. | Albans, WV | Aug 2021 - Current | 2 |
| Transamerica Financial Advisors, Inc. | Gaithersburg, MD | Jun 2021 - Current | 2 |
| Key Health Solutions,inc. | Alexandria, VA | Oct 2020 - Current | 3 |
| Healthsherpa | Sacramento, CA | Oct 2020 - Current | 3 |
| Gs National Insurance | Pittsburgh, PA | Sep 2020 - Current | 3 |
| Insubuy, Inc. | Plano, TX | Jun 2020 - Current | 3 |
| National General Ins. Company | Winston-salem, SC | Mar 2020 - Current | 4 |
| Ihc Specialty Benefits, Inc. | Minneapolis, MN | Jan 2020 - Current | 4 |
| Insurance Marketing Center | Rockville, MD | Aug 2019 - Current | 4 |
| World Financial Group, Inc. | Gaithersburg, MD | Nov 2017 - Current | 6 |
| This Is The Rental House Of Our Family | Leesburg, VA | Apr 2013 - Current | 11 |
| Anthem, Inc. | Indianapolis, IN | Oct 2019 - Oct 2022 | 3 |
| Unemployed | Ashburn, VA | Aug 2016 - Nov 2017 | 1 |
| Alstom (china) Investment Company, Ltd. | Beijing, | Jul 2008 - Aug 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- MD
- VA
-
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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