Ted Ngo, Registered Representative with NYLIFE Securities LLC
Category
General Information
Locality: Westminster, California
Phone: +1 714-726-4522
Address: 15440 Beach Blvd, # 126 92683 Westminster, CA, US
Website: www.tedngo.com
Likes: 133
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We are a Wealth Management firm that provide financial advise and financial services. A majority of our clients are Vietnamese speaking so we need some one that can speak Vietnamese. We need assistants that can perform the following tasks: Key duties & responsibilities Manage agent(s) calendar... Schedule and confirm appointments with clients Field telephone calls and receive and direct visitors Maintain client database and execute service protocols Complete administrative paperwork and track workflow Prepare advisor for client appointments, including putting together client paperwork, applications, and marketing materials Data entry Office organization, including scanning and filing of office documents Make travel arrangements Maintain office equipment (fax, copier, postage, etc.) Faxing, copying, and administrative support for the entire office Handle all correspondence for the agent(s) Required Characteristics: Punctual, good attendance, strong moral character, fast learner, willing to learn We will compensate according to the skill set & experience you bring to the table. We are willing to train if you are wiling to learn.
Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax-free growth of assets through a life insurance policy’s cash value and tax-free income when you need it most.
Wouldn't it be great to create tax-free income for retirement? The right life insurance can protect your loved ones now, and build tax-free income for when you need it most. Give me a call to discuss which may work best for you.
You've made your home your own. Life insurance can provide the mortgage protection you need to keep it that way.
Startup success is possible. Especially if you follow these five tips.
These 12 steps can help you tackle your debt.
Learn from these recent trends in student loan debt to understand how to pay for higher education.
On April 24th, New York Life Chairman and CEO Ted Mathas appeared on Bloomberg Radio to discuss the company’s actions and resilience in response to the COVID-19 pandemic, including our partnership with @Cigna to launch the #BraveofHeartFund at E4E Relief to help the families of healthcare workers and our efforts to deliver flexibility to the company’s policy owners and certainty to its employees and financial professionals. https://www.newyorklife.com//leadership-ted-mathas-bloom/
You've helped protect our country, now it's our turn to help you protect your family. I can help you put a solution in place. Let's talk. #MilitaryAppreciationMonth https://www.newyorklife.com/?cmpid=smca:LD0562:1366585
A well-planned estate includes a last will and testament, an analysis of the types of assets being passed to beneficiaries, and the titling of those assets. Let’s discuss the points the article linked below raises and make sure your estate will pass according to your plan. https://thenautilusgroup.com//the_importance_of_a_property
Thank you to the teachers who've helped shape our children's futures. Now let's take the next step in shaping yours. I can help you get financially secure. Let's talk.
New York Life has partnered with Cigna to launch the #BraveOfHeartFund at E4E Relief, offering financial support to the families of healthcare workers who lose their lives to COVID-19. Cigna will also provide free wellness resources for those workers. braveofheartfund.com
Don't let COVID-19 distance you from your retirement dreams. Learn what you can do to keep your money, emotions, and retirement protected. https://bit.ly/2yfdvHi
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