Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lei? Claim Your ProfileLei Bely-cheng is a Registered Representative with Morgan Stanley and has been in the industry since 2014. Lei is registered with the state regulators of New Jersey and New York. Lei has passed the Series 66 exam and has experience with First Republic Securities Company, LLC, First Republic Bank, Credit Suisse AG, Citizens Bank, Citizens Securities, Inc., Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Lei specializes in providing financial planning, portfolio management, and pension consulting. Lei also works with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
11/01/2024 - Present
Morgan Stanley (New York NY)
Active
Inactive
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