Unclaimed
Chung chi Wong is a registered representative with Cetera Investment Services LLC in San Francisco, CA. Chung chi Wong has been in the securities industry for over 4 years. Chung chi Wong holds Series 6 and Series 63 licenses and the SIE exam. Chung chi Wong was previously registered with J.P. MORGAN SECURITIES LLC in San Francisco, CA.
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
CA
01/27/2022 - Present
Cetera Investment Services LLC (SAN FRANCISCO CA)
CA
08/31/2018 - 12/03/2021
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 09/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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