Maria WongCRD Number: 3051044
Current Firm: State Farm Investment Management Corp.
Maria Wong (CRD# 3051044) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, CA and has over 21 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|State Farm Investment Management Corp.||Oakland, CA||Aug 2018 - Current||3|
|State Farm Vp Management Corp.||Oakland, CA||Mar 1998 - Current||23|
|Maria Wong Insurance Agency||Oakland, CA||Feb 1988 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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