Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ka man? Claim Your ProfileKa man Leung is a financial advisor with over 10 years of experience in the industry. Ka man Leung currently works for Tiaa-Cref Individual & Institutional Services, LLC in Fairfax, VA. Ka man Leung is registered to provide financial advice in 21 states and the District of Columbia. Ka man Leung is also registered as a Registered Representative in Virginia. Ka man Leung has Series 66, Series 7 and SIE licenses. Ka man Leung previously worked for TD AMERITRADE, INC. in North Bethesda, MD.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
VA
12/09/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (FAIRFAX VA)
MD
05/08/2013 - 11/29/2016
TD AMERITRADE, INC. (North Bethesda MD)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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