Olivia Wang

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(310) 982-0073

Address

600 N Rosemead Blvd Ste 109-c in Pasadena, CA 91107

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Specialties

Annuities
Education Savings
Life Insurance
Mutual Funds

Retirement Planning
Risk Management
Tax Advantaged Investments

Servicing

California

Credentials

Licenses

Life

As of October 3, 2011

Series 6

The Series 6 license is known as the limited-investment securities license. It allows its holders to sell "packaged" investment products such as mutual funds, variable annuities and unit investment trusts (UITs). As of June 1, 2012

Series 63

The Series 63 license, known as the Uniform Securities Agent license, is required by each state and authorizes licensees to transact business within the state. All Series 6 and Series 7 licensees must carry this license as well. As of June 1, 2012

Background

Experience

Financial Advisor

Transamerica Financial Advisors October 2011 – present

Education

Stanford University

B.A. 1997

Berkeley Law

J.D. 2001

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