Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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