steven wong

Steven Wong has a diverse work experience spanning several decades. steven began their career in 1976 as a Product Support Engineer at Processor Technology Inc. After that, they worked as a Quality Engineering Supervisor at Qantel Business System from 1979 to 1981. Steven then joined Qantel Technologies, Inc. in 1981, where they served as a Senior Compliance Engineer, reviewing and implementing product changes for compliance with regulations and customer requirements.

In 1993, Steven started their own tax preparation business called "Tax Preparation by Steven Wong," where they worked as a Tax Preparer until 2012. During this time, they focused on helping clients with their tax obligations.

In 2012, Steven joined Transamerica Financial Advisors, Inc. as an Investment Advisor Representative. steven is responsible for developing investment strategies that are suitable and responsible for their clients.

Throughout their career, Steven has gained expertise in compliance, product support, quality engineering, tax preparation, and investment advising.

Steven Wong attended the University of California, Berkeley from 1971 to 1975, where they obtained a Bachelor of Science (BS) degree in Electrical and Electronics Engineering and Computer Science. In terms of additional certifications, they earned the Series 65 certification from the Financial Industry Regulatory Authority (FINRA) in June 2011, the Series 6 certification from FINRA in April 2011, the Series 63 certification from FINRA in April 2011, and the Life Accident and Health certification from the California Department of Insurance in July 2010. It is not specified when they obtained the National Producer Number certification or from which institution.