Sun Global LLC

Ning Tang is a financial advisor at Sun Global LLC with a Series 65 credential and one year of industry experience. Prior to joining Sun Global, Tang held positions at New York University and Lehigh University. Sun Global LLC manages approximately $5.57 million for individual and high-net-worth clients through a team of three advisors. The firm uses a variety of analytical methods and places clients into risk groups based on a detailed scoring process, offering discretionary portfolio management across multiple asset classes.

Jiajin Wu is a financial advisor at Sun Global LLC holding a Series 65 designation with no prior industry experience. Before joining the firm, Wu worked in various roles including positions at Happy Lamb Hotpot, Starbucks, and Sherwin Williams. Sun Global LLC is a small advisory firm managing approximately $5.57 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and creates Investment Policy Statements, using a combination of analysis methods and a risk-scoring process to categorize clients.

Qin Zhang is a financial advisor at Sun Global LLC with one year of industry experience. He holds a Series 65 designation and is also the owner and president of FISO Group LLC, an insurance agency based in Chicago, where he manages and markets the business. Sun Global LLC manages approximately $5.57 million for individual and high-net-worth clients through discretionary portfolio management and investment advice across various asset classes. The firm uses multiple analytical methods and a risk-scoring process to tailor portfolios, primarily serving clients in a growth risk band.

Yongsheng Xu is a financial advisor at Sun Global LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Globalink Securities, Inc. and Citi Bank. Outside of his advisory role, Xu is involved as a fixed insurance agent with Transpacific Financial, Inc. and Sun Global, LLC. Sun Global LLC is a small advisory firm managing approximately $5.57 million for individual and high-net-worth clients through three advisors. The firm provides discretionary portfolio management and employs a variety of analysis methods to place clients into risk groups, focusing primarily on growth-oriented strategies.