Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Cheng is a financial advisor with over 30 years of experience in the industry. Julia is currently registered with Syndicated Capital, Inc. where she is able to provide investment advisory services to individual and high-net-worth clients. Prior to her time at Syndicated Capital, Inc., Julia held positions at Cabot Lodge Securities LLC, IFS Securities, Girard Securities, Inc. and Pruco Securities, LLC. Julia also holds a Series 7, Series 6, Series 24, Series 26, Series 63 and Series 65 licenses. Julia is also a Certified Financial Planner.
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.
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.
12b1; ntf mutal fund service fees
1
2
NY
01/01/2025 - Present
Syndicated Capital, Inc. (Flushing NY)
CA
10/29/2019 - 07/14/2020
CABOT LODGE SECURITIES LLC (San Diego CA)
CA
06/10/2015 - 12/11/2019
IFS SECURITIES (San Diego CA)
CA
01/04/2010 - 06/08/2015
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
04/01/1991 - 01/21/2010
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
NJ
04/01/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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