linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Judith Wylie Cheng

THE Pacific Financial Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Judith? Claim Your Profile

About Judith Wylie Cheng

Judith Cheng is a financial advisor with The Pacific Financial Group, Inc. and Pacific Financial Group, LLC. Judith is registered in New York, Washington, and California. Judith has been in the financial industry for over seven years. Judith is a Chartered Financial Analyst. Judith works with individual clients, high net worth individuals, corporations, and other businesses. Judith offers financial planning, portfolio management for businesses, and portfolio management for individuals. Judith is located in New York.

Firm Information

Judith Cheng is currently registered with THE Pacific Financial Group, Inc.. THE Pacific Financial Group, Inc. is an investment advisor based in BELLEVUE, WA. They manage $3,734,718,964 in regulatory assets under management. They advise high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, investment companies, charitable organizations, pension and profit sharing plans, and other investment advisors. They offer financial planning and portfolio management for individuals and businesses.
THE Pacific Financial Group, Inc.

11811 NE FIRST ST

BELLEVUE, WA 98005

$3.73B

Assets Under Management

400

Total Clients

18

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Judith Cheng’s Registration & Firm History

NY

12/22/2022 - Present

THE Pacific Financial Group, Inc. (New York NY)

NY

05/03/2022 - 12/13/2022

DWS DISTRIBUTORS, INC. (NEW YORK NY)

NY

07/05/2019 - 04/28/2022

BNY MELLON SECURITIES CORPORATION (New York NY)

NY

12/21/2016 - 10/19/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

Not sure if Judith Wylie Cheng is right for you?

Licenses & Designations

BC

Issued 01/19/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Judith Wylie Cheng.
Not sure if Judith Wylie Cheng is right for you?