Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fei? Claim Your ProfileFei Kuo Chiang is a financial advisor registered with LPL Financial LLC in Castro Valley, CA. Fei has been in the industry since 1997. Fei has experience working with other financial institutions including Wells Fargo Advisors, LLC, IFMG Securities, Inc., WM Financial Services, Inc., and Pruco Securities Corporation. Fei holds Series 6, 7, 63, 65 and SIE licenses and provides financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and investment clubs. Fei provides a variety of financial planning and investment advice, including portfolio management, investment management for businesses and individuals, pension consulting, and educational seminars. Fei's firm, LPL Financial LLC, manages over $463 billion in assets and provides a wide range of financial products and services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/09/2012 - Present
LPL Financial LLC (CASTRO VALLEY CA)
CA
08/30/2007 - 03/22/2012
WELLS FARGO ADVISORS, LLC (PLEASANTON CA)
CA
03/26/2003 - 08/31/2007
IFMG SECURITIES, INC. (CONCORD CA)
CA
07/12/2000 - 01/15/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
07/24/1997 - 06/20/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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