Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerita? Claim Your ProfileMarguerita Maria Cheng is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Marguerita is a registered representative and investment advisor representative in multiple states. Marguerita has provided financial advice to individuals, families, and businesses. Marguerita works with clients to develop personalized financial plans that address their specific needs and goals. Marguerita is committed to providing her clients with the highest level of service and expertise. Marguerita is currently affiliated with Private Client Services, LLC.
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.
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.
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
MD
11/11/2019 - Present
Private Client Services, LLC (Gaithersburg MD)
MD
03/05/1999 - 12/06/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BETHESDA MD)
MN
03/05/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/08/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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