Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meena? Claim Your ProfileMeena Siulai Cheng is a financial advisor who has been in the industry since 1993. Meena is currently registered with Commonwealth Financial Network and has been with the firm since 2014. Previously, Meena worked for D.A. Davidson & Co., UBS Financial Services Inc., Piper Jaffray & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Piper Jaffray Inc. Meena holds a Certified Financial Planner designation and has passed the Series 7, Series 63, Series 65, and SIE exams.
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.
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.
1
2
WA
09/29/2014 - Present
Commonwealth Financial Network (Kirkland WA)
WA
02/29/2008 - 09/29/2014
D.A. DAVIDSON & CO. (REDMOND WA)
WA
08/12/2006 - 03/12/2008
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
WA
05/17/1999 - 08/12/2006
PIPER JAFFRAY & CO. (BELLEVUE WA)
NY
06/19/1998 - 05/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
08/31/1993 - 07/14/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 01/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Meena Cheng is the right advisor for you? Invested Better is here to help.
