Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chi-hong? Claim Your ProfileChi-hong Chu is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Chi-hong has been in the financial services industry since 2003 and holds Series 6, 26, 63 and 65 licenses. Chi-hong Chu has a strong track record of providing financial planning and investment advice to individual clients, families, and small businesses. Chi-hong is also a registered representative of Cambridge Investment Research, Inc. In addition to his work with Cambridge Investment Research, Chi-hong is also the President of Cornerstone Financial Strategies Inc. and Infinivest Management Inc., Chi-hong Chu is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NJ
10/24/2022 - Present
Cambridge Investment Research Advisors, Inc. (EAST BRUNSWICK NJ)
NJ
09/01/2016 - 10/21/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (EAST BRUNSWICK NJ)
CA
03/03/2008 - 08/15/2016
NATIONAL PLANNING CORPORATION (El Segundo CA)
NJ
08/19/2004 - 03/03/2008
AMERICAN GENERAL SECURITIES INCORPORATED (EAST BRUNSWICK NJ)
GA
01/06/2003 - 07/21/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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