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Yong Sheng C

Series 63, Series 65

Great Neck, NY

Transamerica Financial Advisors

Yong Sheng Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and also serves as president of Elite Eagle Inc., a non-investment-related business. Additionally, he is involved with Finger Lakes LLC, a hotel partnership. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Kevin K

Series 65, Series 63

Great Neck, NY

Transamerica Financial Advisors

Kevin Kong is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked in real estate management and brokerage, including roles with EHOUSE Realty & Management and the General Services Administration, where he managed federal government construction projects. In addition to his advisory work, he is involved in real estate brokerage activities. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm manages discretionary and non-discretionary assets across various client types, including individual investors, pension plans, and charitable organizations.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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