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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chun kau? Claim Your ProfileChun kau Charles Cheung is a registered investment advisor representative with Empirical Wealth Management, a firm headquartered in Seattle, Washington. Chun kau Charles Cheung has been in the financial services industry since 2000. Chun kau Charles Cheung has passed the Series 4, 7, 24, 63 and 66 exams and is currently licensed to provide investment advice in California, Oregon and Washington. In addition to investment advisory services, Chun kau Charles Cheung is also an affiliated insurance producer for Empirical Insurance, LLC.
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.
Tax preparation and insurance services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
09/21/2021 - Present
Empirical Wealth Management (SEATTLE WA)
CA
02/28/2020 - 07/17/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (San Carlos CA)
CA
02/05/2002 - 03/09/2018
SCOTTRADE, INC. (MILPITAS CA)
TX
02/24/2000 - 12/14/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2010
Series 4 - Registered Options Principal Examination
BC
Issued 12/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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