AXA Advisors

Sindy Kong

Financial Consultant
AXA Advisors, LLC.

My name is Sindy Kong. Welcome to my web site.

As a Divisional Vice President and financial professional with AXA Advisors, LLC, and active member of the Dallas, Texas community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills over my business career, I’ve regularly attended industry training and certification programs. In order to provide my clients with a broad range of financial advice, and products and services, I have completed the curriculum and passed the exams for the professional certifications and registrations:

  • FINRA Series 24 – General Securities Principal
  • FINRA Series 53 – Municipal Securities Principal
  • FINRA Series 7 – General Securities Registered Representative
  • FINRA Series 66 - Investment Advisor Representative
  • Life, Accident and Health Insurance

    • My academic achievements include:

  • Bachelor of Medicine Degree on Clinical Medicine from the
    SuZhou Medical College, China
  • Master of Business Administration from the University of
    Texas, Dallas

    • My education, experience and professional affiliations have
    fostered my practical approach to offering financial advice
    and planning services to my clients. Rather than just recommending
    a hodgepodge of unrelated products, first I’ll consider your
    specific financial goals and investment objectives. Working
    together, we’ll formulate a strategy to help you address your
    goals. Then, if it is suitable, as a registered representative
    of AXA Advisors, LLC, and an insurance agent of AXA Network,
    LLC, I’ll recommend the appropriate products and services to
    help you execute your strategy.

    Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliation include:

  • Chair of Commerce Committee, Association of Chinese Professionals
  • Vice President, Texas JiangXi Association
  • Board of Directors,Tarrant County Asian Chamber of Commerce
  • Advisory Board Member, US Pan Asian American Chamber of
    Commerce
  • Member of the Greater Dallas Asian Chamber of Commerce
  • Member of the Chinese Chamber of Commerce

    • Thanks for visiting.
    Calculators

    Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

    Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

    Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

    Capital Gains Taxes

    Estimate short-term and long-term federal capital gains taxes

    More Calculators →

    Newsletters

    TIPS for Managing Inflation

    The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

    Surviving the Estate Tax with Survivorship Life

    People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

    Social Security Outlook

    If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

    Beat the Big Three What Ifs

    Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

    More Newsletters →