Wendy Mui

Wendy Mui Email and Phone Number

Registered Representative with Transamerica Financial Advisors, Inc. Helping individuals, families, & business owners build, protect, preserve wealth. @ Transamerica Financial Advisors, Inc.
Wendy Mui's Location
Canton, Massachusetts, United States, United States
Wendy Mui's Contact Details

Wendy Mui personal email

About Wendy Mui

After been in a family business for 15 years, I found my position at Financial Services Industry today. Because the company's great mentoring programs, work together as a team, transforming me become a financial profession and an entrepreneur.Insurance products offered through World Financial Group Insurance Agency, LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Agency, LLC., and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively (WFG).WFG Headquarters: 6400 C Street SW, Cedar Rapids IA 52499 Phone: 770-453.9300.

Wendy Mui's Current Company Details
Transamerica Financial Advisors, Inc.

Transamerica Financial Advisors, Inc.

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Registered Representative with Transamerica Financial Advisors, Inc. Helping individuals, families, & business owners build, protect, preserve wealth.
Wendy Mui Work Experience Details
  • Transamerica Financial Advisors, Inc.
    Registered Representative
    Transamerica Financial Advisors, Inc. Apr 2014 - Present
    St. Petersburg, Fl, Us
    Please visit my Website for more infohttps://financialprofessional.tfaconnects.com/wendy-muiTransamerica Financial Advisors, Inc's. financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities for compensation or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC, and federally Registered Investment Advisor. 3493435WFGIA Headquarters: 11315 Johns CreekParkway, Suite 200, Johns Creek, GA 30097-1517. Phone: 770.453.9300TFA Headquarters: 570 Carillon Parkway, St.Petersburg, FL 33716. Phone: 770.248.3271
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  • Masschusetts Health Connector For Business
    Indepdent Broker
    Masschusetts Health Connector For Business Dec 2019 - Present
    Health insurance for business.
  • Hsa Insurance
    Independent Insurance Agent
    Hsa Insurance Feb 2017 - Present
    Braintree, Ma, Us
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  • World Financial Group (Wfg)
    Sr. Marketing Director
    World Financial Group (Wfg) Aug 2009 - Present
    Duluth, Ga, Us
    Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies.Offering access to those that are looking to create a full-time business or one that is part time to earn extra income. No matter which you choose, I am here to support the growth of your business.Insurance products offered through World Financial Group Insurance Agency, LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Agency, LLC., and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively (WFG).WFG Headquarters: 6400 C Street SW, Cedar Rapids IA 52499 Phone: 770-453.9300.
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  • Mui & Chen Inc.
    Manager
    Mui & Chen Inc. Jul 1998 - Jun 2013
    Business owner and Manager

Wendy Mui Skills

Strategic Financial Planning Finance Financial Statements Tax Cash Flow Financial Analysis Accounting Financial Reporting Financial Modeling Financial Accounting Internal Controls Auditing Entrepreneurship Management Strategic Planning Powerpoint Leadership Microsoft Excel Financial Planning Customer Service Microsoft Powerpoint Microsoft Office

Wendy Mui Education Details

  • Boston College
    Boston College
    Accounting And Finance

Frequently Asked Questions about Wendy Mui

What company does Wendy Mui work for?

Wendy Mui works for Transamerica Financial Advisors, Inc.

What is Wendy Mui's role at the current company?

Wendy Mui's current role is Registered Representative with Transamerica Financial Advisors, Inc. Helping individuals, families, & business owners build, protect, preserve wealth..

What is Wendy Mui's email address?

Wendy Mui's email address is mu****@****hoo.com

What schools did Wendy Mui attend?

Wendy Mui attended Boston College.

What are some of Wendy Mui's interests?

Wendy Mui has interest in Children, Economic Empowerment, Education, Environment, Poverty Alleviation, Human Rights, Health.

What skills is Wendy Mui known for?

Wendy Mui has skills like Strategic Financial Planning, Finance, Financial Statements, Tax, Cash Flow, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Financial Accounting, Internal Controls, Auditing.

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