Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Cheng is a financial advisor with J.P. Morgan Securities LLC. Eddie has been in the industry since November 22, 2010. Eddie has Series 6, 7, 63 and 66 securities licenses as well as the SIE exam. Eddie specializes in working with individuals, businesses, pension and profit-sharing plans, charitable organizations, insurance companies, and labor unions. Prior to joining J.P. Morgan Securities LLC, Eddie worked for Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Eddie is registered to provide investment advice in Arkansas, California, Florida, Georgia, Minnesota, Mississippi, Ohio, Oklahoma, Texas, and Virginia.
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
TX
10/10/2022 - Present
J.p. Morgan Securities LLC (DENTON TX)
CA
01/03/2011 - 08/03/2022
WELLS FARGO CLEARING SERVICES, LLC (CONCORD CA)
CA
11/17/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PLEASANT HILL CA)
CA
08/30/2010 - 10/29/2010
WELLS FARGO ADVISORS, LLC (PLEASANT HILL CA)
BOTH
Issued 07/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2010
Series 6 - Investment Company Products/Variable Contracts 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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