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Cheung woo Yeung

Bankers Life Securities, Inc.

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About Cheung woo Yeung

Cheung woo Yeung is a financial advisor currently registered with Bankers Life Securities, Inc. based in Rosedale, New York. Cheung woo Yeung has been in the industry since December 24, 2006. Cheung woo Yeung is licensed to sell securities in New York. Cheung woo Yeung has also been previously registered with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.

Firm Information

Cheung woo Yeung is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

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.

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Cheung woo Yeung’s Registration & Firm History

NY

05/15/2023 - Present

Bankers Life Securities, Inc. (Rosedale NY)

NY

10/01/2012 - 02/23/2022

J.P. MORGAN SECURITIES LLC (LONG BEACH NY)

NY

10/05/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (ELMHURST NY)

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Licenses & Designations

BC

Issued 10/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cheung woo Yeung. Review regulatory record here.
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