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Jimmy Cheung

Farmers Financial Solutions, LLC

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About Jimmy Cheung

Jimmy Cheung is a financial advisor with Farmers Financial Solutions, LLC, located in San Francisco, CA. Jimmy has been in the financial industry since 2009. Jimmy is registered with the state of California. Jimmy Cheung is also a Series 66, Series 7, and SIE licensed professional. Jimmy has previously worked with NI Advisors, New England Securities, and Waddell & Reed, Inc.

Firm Information

Jimmy Cheung is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jimmy Cheung’s Registration & Firm History

CA

09/03/2015 - Present

Farmers Financial Solutions, LLC (SAN FRANCISCO CA)

CA

03/24/2011 - 09/12/2013

NI ADVISORS (MILPITAS CA)

CA

06/15/2010 - 03/18/2011

NEW ENGLAND SECURITIES (FOSTER CITY CA)

CA

01/23/2009 - 05/28/2010

WADDELL & REED, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 02/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jimmy Cheung.
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