Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kher jin? Claim Your ProfileKher jin Chai is a registered investment advisor representative at Morling Financial Advisors, LLC. Kher jin Chai has been in the industry since 2014 and has passed the Series 66, Series 7 and SIE exams. Kher jin Chai has held previous roles at APW CAPITAL, INC. and CETERA ADVISOR NETWORKS LLC. Kher jin Chai focuses on providing investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/22/2019 - Present
Morling Financial Advisors, LLC (FREMONT CA)
CA
01/14/2015 - 01/03/2019
APW CAPITAL, INC. (CAMPBELL CA)
CA
04/09/2014 - 11/03/2014
CETERA ADVISOR NETWORKS LLC (SAN JOSE CA)
BOTH
Issued 05/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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