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Kai yuan Cheng

Cetera Investment Advisers LLC

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About Kai yuan Cheng

Kai Yuan Cheng is a financial advisor with over 10 years of experience. Kai Yuan Cheng has been a registered representative with Cetera Investment Advisers LLC since 2018, and has also previously held positions at Cetera Investment Services LLC and East West Bank. Kai Yuan Cheng specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Kai Yuan Cheng has been active in the financial services industry since 2010 and holds a Series 66, Series 7, and SIE license. Kai Yuan Cheng is registered in California as an Investment Advisor Representative and Broker-Dealer.

Firm Information

Kai yuan Cheng is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

17530 E COLIMA ROAD

ROWLAND HEIGHTS, CA 91748

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kai yuan Cheng’s Registration & Firm History

CA

09/11/2018 - Present

Cetera Investment Advisers LLC (ROWLAND HEIGHTS CA)

CA

11/14/2008 - 09/14/2016

CETERA INVESTMENT SERVICES LLC (EL MONTE CA)

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Licenses & Designations

BOTH

Issued 11/7/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kai yuan Cheng.
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