Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Cheng is a registered representative with M Holdings Securities, Inc. located in San Jose, California. Howard Cheng has 20 years of experience in the securities industry. Howard Cheng is also a Certified Public Accountant. Howard Cheng is a registered representative with M Holdings Securities, Inc. and has been with the firm since 2015. Previously, Howard Cheng worked at Cetera Advisor Networks LLC, Pension Planners Securities, Inc., and H.D. Vest Investment Services. Howard Cheng provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/16/2015 - Present
M Holdings Securities, Inc. (San Jose CA)
CA
08/13/2008 - 10/20/2015
CETERA ADVISOR NETWORKS LLC (SAN JOSE CA)
CA
06/24/2004 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (MILPITAS CA)
TX
09/18/2002 - 07/22/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 10/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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