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Beatrice S. Cheah

Joseph Gunnar & Co. LLC

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About Beatrice S. Cheah

Beatrice Cheah has been in the securities industry since 2005 and is currently a registered representative with Joseph Gunnar & Co. LLC. Beatrice has a diverse background in financial services, having worked at several firms in the industry. Beatrice holds several licenses and certifications, including Series 7, 63, 24, SIE, and 99TO. Beatrice specializes in providing investment advice to individuals and businesses.

Firm Information

Beatrice Cheah is currently registered with Joseph Gunnar & Co. LLC. Joseph Gunnar & Co. LLC is a Limited Liability Company registered with the SEC and in 53 states. The firm, founded in 1997, is headquartered in Uniondale, New York and provides portfolio management services for individuals and selects other advisers. They are registered to offer wrap fee programs and have reported 5 regulatory events and 12 arbitration disclosures.
Joseph Gunnar & Co. LLC

1000 RXR PLAZA

UNIONDALE, NY 11556

$31.02M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Share in fees paid to tpmms

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Beatrice Cheah’s Registration & Firm History

NY

05/16/2022 - Present

Joseph Gunnar & Co. LLC (NEW YORK NY)

NY

09/13/2021 - 05/02/2022

THINKEQUITY LLC (Hicksville NY)

NY

07/23/2012 - 10/07/2021

JOSEPH GUNNAR & CO. LLC (NEW YORK NY)

NJ

06/26/2012 - 07/27/2012

JOHN CARRIS INVESTMENTS LLC (HOBOKEN NJ)

NY

11/23/2011 - 07/18/2012

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

06/25/2012 - 06/27/2012

AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)

NY

04/28/2010 - 11/16/2011

AVALON PARTNERS, INC. (NEW YORK NY)

NY

11/05/2008 - 05/04/2010

THE ROCKWELL FINANCIAL GROUP, INC. (EAST MEADOW NY)

NY

03/21/2006 - 11/03/2008

R.M. STARK & CO., INC. (HICKSVILLE NY)

NY

02/27/2006 - 03/22/2006

GUNNALLEN FINANCIAL, INC (WESTBURY NY)

NY

06/28/2004 - 10/27/2004

COMMERCE ONE FINANCIAL INC. (SYOSSET NY)

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Licenses & Designations

BC

Issued 07/07/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Beatrice S. Cheah.
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