Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Cheah is a registered investment advisor representative (IAR) with TLG Advisors, Inc., a firm that provides a variety of financial advisory services including portfolio management, financial planning, and pension consulting. Leonard Cheah has been working in the financial services industry since 2018 and has a broad range of experience in the industry.
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.
Placement of institutional funds
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.
1
2
NY
09/04/2024 - Present
TLG Advisors, Inc. (New York NY)
NY
10/27/2022 - 05/19/2023
THE LEADERS GROUP, INC. (New York NY)
CA
07/27/2022 - 08/25/2022
GWN SECURITIES INC. (CARLSBAD CA)
CA
09/14/2018 - 07/27/2022
GWN SECURITIES INC. (CARLSBAD CA)
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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