Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ching-kai? Claim Your ProfileChing-kai David Fei is a financial professional with over 20 years of experience in the industry. Ching-kai is a CERTIFIED FINANCIAL PLANNER™ professional with a diverse background in financial services. Currently, Ching-kai is a Registered Representative and Investment Advisor Representative associated with Osaic Wealth, Inc. and is licensed in multiple states.
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.
A percentage of the total value of assets under management is charged.
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VA
01/19/2024 - Present
Osaic Wealth, Inc. (RESTON VA)
VA
06/06/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RESTON VA)
MD
01/03/2018 - 06/30/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
05/24/2016 - 01/11/2018
CHARLES SCHWAB & CO., INC. (GAITHERSBURG MD)
MD
11/20/2013 - 04/08/2016
USAA FINANCIAL ADVISORS, INC. (BETHESDA MD)
VA
03/25/2013 - 11/13/2013
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
VA
12/10/2010 - 08/22/2012
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
MD
05/29/2007 - 11/29/2010
CITIGROUP GLOBAL MARKETS INC. (SILVER SPRING MD)
MD
10/15/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (ROCKVILLE MD)
GA
01/02/2004 - 11/15/2004
PREMIER SECURITIES OF AMERICA, INC. (SUWANEE GA)
AZ
07/26/2002 - 01/21/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 03/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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