Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kai-ting? Claim Your ProfileKai-Ting Cheek is an active Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Kai-Ting has been in the securities industry for over 16 years. Previously, Kai-Ting Cheek was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA INVESTMENT SERVICES, INC. Kai-Ting holds Series 63, Series 66, and Series 7 licenses. Kai-Ting is also licensed to conduct business in Florida. Kai-Ting works in the Neptune Beach office of Raymond James Financial Services Advisors, Inc. Kai-Ting provides advisory services to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, banking or thrift institutions, and state or municipal government entities. Kai-Ting is also a Registered Client Associate for both BCW Financial Consultants, LLC and Eleven Atlantic.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
09/27/2019 - Present
Raymond James Financial Services Advisors, Inc. (NEPTUNE BEACH FL)
FL
10/23/2009 - 08/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
03/07/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
BOTH
Issued 8/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/9/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/6/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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