Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cho-fei? Claim Your ProfileCho-fei Huang is a financial professional with over 2 years of experience in the industry. Cho-fei is currently registered with Fidelity Brokerage Services LLC and has been with the firm since May 5, 2021. Before joining Fidelity Brokerage Services LLC, Cho-fei was employed with TD Ameritrade, Inc. Cho-fei holds several licenses and registrations including Series 4, Series 7, Series 63, and Series 66, and is licensed to conduct business in all 50 states and the District of Columbia.
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.
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.
1
2
TX
05/05/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
11/09/2018 - 08/16/2019
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 09/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 11/09/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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