Invested Better
Unclaimed

Unclaimed

Unclaimed

Cheng Quan

Drivewealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cheng? Claim Your Profile

About Cheng Quan

Cheng Quan is a financial advisor with Drivewealth, LLC. Cheng is registered with FINRA and holds Series 7 and Series 66 securities licenses as well as the SIE. Cheng has been in the financial services industry since 2019. Cheng is licensed in New Jersey and New York.

Firm Information

Cheng Quan is currently registered with Drivewealth, LLC. Drivewealth, LLC is a Limited Liability Company formed in May 2012. The firm is registered to conduct business in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cheng Quan’s Registration & Firm History

NY

05/14/2019 - Present

Drivewealth, LLC (New York NY)

Not sure if Cheng Quan is right for you?

Licenses & Designations

BOTH

Issued 08/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cheng Quan.
Not sure if Cheng Quan is right for you?