Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chieh fu? Claim Your ProfileChieh fu Lu is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and has been working in the financial services industry since June 1999. Chieh fu Lu is registered in 25 states and is a Certified Financial Planner. Chieh fu Lu has previously worked with BANCWEST INVESTMENT SERVICES, INC. and PRUDENTIAL SECURITIES INCORPORATED.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
03/02/2022 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
08/17/2001 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
NY
05/11/1999 - 07/17/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chieh fu Lu is the right advisor for you? Invested Better is here to help.
