Erli WangCRD Number: 7021506
Current Firm: Network 1 Financial Advisors Inc.
Erli Wang (CRD# 7021506) is an Investment Advisor Representative working at Network 1 Financial Advisors Inc. in Red Bank, NJ and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Network 1 Financial Securities, Inc.||Red Bank, NJ||Jan 2019 - Current||4|
|Pace University||New York, NY||Jan 2018 - May 2020||2|
|Centrex Capital||Port Jefferson Station, NY||Jan 2018 - Jan 2018||< 1|
|Huali Fish House Inc.||Flushing, NY||Jul 2017 - Dec 2017||< 1|
|Bank Of China Agricultural Ny Branch||New York, NY||Apr 2017 - May 2017||< 1|
|Unemployed||New York, NY||Jan 2017 - Apr 2017||< 1|
|Molloy College||Rockville Centre, NY||Sep 2016 - Dec 2016||< 1|
|Unemployed||New York, NY||Jun 2016 - Sep 2016||< 1|
|Dowling College||Oakdale, NY||Jan 2011 - May 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2020|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management84MILLIONS
Total Number of Accounts67ACCOUNTS
Average Account Value$1,247,015
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, NC, NJ, NY, OR, PA, TX
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