Simon Woo
Investment Advisor Representative | Entrepreneur
- Role
- Investment Advisor Representative at Transamerica Financial Advisors, Inc.
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Simon Woo
Hard-working economics major with excellent interpersonal and communication skills and a strong motivation to further my career. Detail-oriented worker with strong technical and analytical skills in the investment field.
Experience
Investment Advisor Representative
Transamerica Financial Advisors, Inc.
Jan 2025 — Present · Los Angeles, CA, US
Transamerica 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.
Education
Chaminade College Preparatory
High School
2011 — 2015
Boston College
Bachelor’s Degree, Economics
2015 — 2019
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft Powerpoint
- Python
- Leadership
- Teamwork
- Communication
- Statistical Data Analysis
- Microsoft Office
- Customer Service
- Marketing
- Economics
- Public Speaking
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