Ken Mak

Financial professional

San Jose, California, United States

About

Experience

  • Financial Services Professional at Self Employed
    Jan 2021 - Present · 5 yrs 6 mos

  • Investment Advisor Representative at Transamerica Financial Advisors, Inc.
    Jan 2012 - Dec 2020 · 9 yrs

    Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where they financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFG009079-06/16 www.FINRA.org www.SIPC.org

  • Senior Marketing Director at World Financial Group (WFG)
    Jun 2006 - Dec 2020 · 14 yrs 7 mos

    Helping small to mid size business plan for retirement while maximizing tax deductions

  • Keying Specialist at Bank of America
    May 2000 - Dec 2006 · 6 yrs 8 mos