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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jyhchen Cheng is a financial advisor with over 28 years of experience in the industry. He is registered with Osaic Wealth, Inc. and has previously held positions at Securities America, Inc. and Wall Street Financial Group, Inc. Jeffrey holds a variety of licenses and certifications including Series 4, 7, 24, 51, 63, and 65. He specializes in providing financial planning, investment management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations. Jeffrey is committed to providing his clients with personalized and comprehensive financial solutions that meet their unique needs and goals.
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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (IRVINE CA)
CA
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (IRVINE CA)
CA
05/13/2009 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (IRVINE CA)
CA
06/07/1995 - 05/01/2009
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
MN
06/07/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2005
Series 4 - Registered Options Principal Examination
BC
Issued 02/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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