As a fully licensed and experienced Financial Advisor at Equitable Advisors, Hongmei holds Financial Industry Regulatory Authority Series 7 and Series 65 & 63 securities registrations. Additionally, she holds Life Insurance, Accident and Health Insurance, Variable Annuity and Long-Term Care Insurance licenses in multiple states.
Hongmei believes her success depends on the individual success of her clients. She has been striving to achieve clients’ financial goal by providing customized wealth management strategies at the highest level of service. At the same time, she spends much time educating and empowering clients so that her clients can make informed decisions and take control of their financial future.
Holding a Master’s degree in Statistics and a Master’s degree in Economics, Hongmei believes investment is about managing probability. Thus she leverages the strong research capability offered by Equitable Advisors and her strong quantitative skills, and utilizes her expertise and talents to help clients to accumulate assets and achieve their desired lifestyle.
Hongmei offers the following services:
• Portfolio Management,
• Asset Allocation Strategy
• Structured Products
• Annuities
• Life Insurance--including Long Term Care
• 529 Plans
• 457(b) and 403(b) Plans
• Defined Contribution Plans for individuals, small businesses, and corporations
Hongmei is proud to be a partner with her clients. Please call/email to request a complimentary portfolio review or insurance review.