Hui Ling P.
About Hui Ling P.
Hui Ling P. is a Bilingual Financial Service Representative Trainee with experience at Vanguard, Charles Schwab, and TD Ameritrade, holding multiple FINRA certifications and a background in educational psychology from the University of Houston.
Current Title and Positions
As of now, Hui Ling P. is serving in multiple roles within the financial sector. She is a Registered Financial Service Representative at Vanguard, a Broker Trainee at Charles Schwab, and a Bilingual Financial Service Representative Trainee at TD Ameritrade. These roles emphasize her versatility and broad understanding of financial services, showcasing her ability to navigate various responsibilities within high-profile financial institutions.
Previous Work Experience
Before her current roles, Hui Ling P. amassed substantial experience in both the United States and Taiwan. She worked as a Global Sourcing Specialist at JCPenney for a year. Prior to that, she was a Senior Support Specialist in the Sales & Marketing Department at Pan Asia Company Limited in Taipei, Taiwan. She also contributed to Johnson & Johnson's R&D Support Marketed Products team in Taiwan and Hong Kong for two years. Her career also includes several roles at the University of Houston, where she gained diverse skills and hands-on experience.
Educational Background and Skills
Hui Ling P. holds a Bachelor of Science in Educational Psychology (Behavior & Health Science) from the University of Houston. During her academic tenure, she developed strong analytical and communication skills, which she applies in her professional roles. Her education facilitated her proficiency in Microsoft Office, sales, market research, project management, and cost-saving analysis. The skills attained through her studies have proven indispensable in her various financial sector positions.
Professional Certifications
Hui Ling P. is equipped with multiple Financial Industry Regulatory Authority (FINRA) certifications, including SIE, Series 7, and Series 63. These certifications underscore her extensive knowledge and competence in the financial industry. The SIE (Securities Industry Essentials) certification signifies a foundational understanding of securities industry principles. Meanwhile, Series 7 and Series 63 certifications highlight her qualifications to engage in general securities business and serve as a securities agent.
Multilingual Capabilities and Honors
Fluent in both English and Chinese, Hui Ling P. effectively communicates with a diverse client base. This bilingual capability enhances her service provision across multiple cultural and linguistic contexts. Additionally, she participated in the Rotary Club Youth Exchange Student Honor Scholarship program. She is also a member of the Phi Beta Delta Honor Society for International Scholars, recognizing her academic and professional excellence at an international level.