Erli Wang
Professional summary
Erli Wang is a registered financial advisor currently at NETWORK 1 FINANCIAL ADVISORS INC. located in Red Bank, New Jersey and NETWORK 1 FINANCIAL SECURITIES INC. located in Red Bank, New Jersey.
Erli is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Erli has worked at 2 firms and has passed the Series 66, Series 63, Series 57TO, Series 79TO, Series 86, Series 87, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erli Wang's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2022 - Present
NETWORK 1 FINANCIAL ADVISORS INC.
Office #1: 2 Bridge Ave Suite 241, Red Bank, NJ 07701July 13, 2020 - Present
NETWORK 1 FINANCIAL SECURITIES INC.
Office #1: The Galleria Penthouse, Building 2 Suite 241 2 Bridge Avenue, Red Bank, NJ, 07701State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/3/2022)
(3/22/2021)
(9/12/2022)
(9/21/2020)
(5/11/2022)
(9/24/2020)
(2/6/2025)
Exams
Series 57TO
Date: 11/22/2022
Securities Trader ExamSeries 79TO
Date: 5/10/2021
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 7/13/2020
General Securities Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
NETWORK 1 FINANCIAL ADVISORS INC.
CRD#: 121239 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 40,940,154 |
Red Flags
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