Unclaimed
Lorin Chun Tuck Leong is an investment advisor representative with Buck Wealth Strategies, LLC. Lorin is also registered with the state of Hawaii. They have been in the industry since 1983 and has experience in the securities industry. Lorin is a registered representative and is licensed to sell insurance. They have been with Buck Wealth Strategies, LLC since 2022. Lorin has held previous roles at Madison Avenue Securities, LLC, Parkland Securities, LLC, H. Beck, Inc., IFG Network Securities, Inc., Derand/Pennington/Bass, Inc., and E.A. Buck Co., Inc.
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.
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.
1
2
CO
02/06/2023 - Present
Buck Wealth Strategies, LLC (DENVER CO)
HI
12/03/2019 - 12/31/2023
MADISON AVENUE SECURITIES, LLC (Honolulu HI)
HI
08/02/2011 - 12/02/2019
PARKLAND SECURITIES, LLC (HONOLULU HI)
HI
04/19/2001 - 08/11/2011
H. BECK, INC. (HONOLULU HI)
GA
12/13/1996 - 04/20/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
12/01/1988 - 12/31/1989
DERAND/PENNINGTON/BASS, INC.
NA
06/10/1983 - 12/07/1988
E. A. BUCK CO., INC.
IA
Issued 10/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/07/1996
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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