Invested Better
Unclaimed

Unclaimed

Unclaimed

Chun wai charles Wong

Canaccord Genuity LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chun wai charles? Claim Your Profile

About Chun wai charles Wong

Chun Wai Charles Wong is a registered representative with Canaccord Genuity LLC in New York, NY. Chun Wai Charles Wong has been in the industry since August 2020. Chun Wai Charles Wong holds Series 79TO, Series 63 and SIE licenses.

Firm Information

Chun wai charles Wong is currently registered with Canaccord Genuity LLC. Canaccord Genuity LLC is a Limited Liability Company formed in February 2004. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Canaccord Genuity LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

103

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chun wai charles Wong’s Registration & Firm History

NY

08/29/2020 - Present

Canaccord Genuity LLC (New York NY)

Not sure if Chun wai charles Wong is right for you?

Licenses & Designations

BC

Issued 10/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chun wai charles Wong.
Not sure if Chun wai charles Wong is right for you?