Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ching man? Claim Your ProfileChing man Wong is a financial advisor with over 6 years of experience in the industry. Ching man is currently registered with J.P. Morgan Securities LLC and is licensed to provide financial advice in Connecticut, Delaware, Florida, Illinois, Iowa, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, Washington, and Wyoming. Ching man has a wide range of experience, having worked previously at HSBC Securities (USA) Inc., Wells Fargo Advisors, LLC and JP Morgan Chase Bank, N.A. Ching man holds the Series 66, SIE, and Series 7 licenses and is a member of FINRA. Ching man has a strong track record of providing financial advice to individuals, families, corporations and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/10/2020 - Present
J.p. Morgan Securities LLC (SCARSDALE NY)
NY
10/30/2014 - 06/05/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
11/21/2013 - 09/26/2014
WELLS FARGO ADVISORS, LLC (FORT LEE NJ)
BOTH
Issued 12/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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