Unclaimed
Ho ching Wong is a registered representative with Charles Schwab & CO., Inc. Ho ching is a licensed investment professional with over 10 years of experience in the securities industry. Ho ching specializes in providing financial advice and guidance to individual investors, Ho ching holds the Series 7, Series 9, Series 10, and SIE licenses and is currently an active member of FINRA.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MD
02/16/2011 - Present
Charles Schwab & CO., Inc. (Bethesda MD)
BC
Issued 06/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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