Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mei? Claim Your ProfileMei Cheung is a financial advisor associated with LPL Financial LLC. Mei has been a registered representative for 9 years and an investment advisor representative for 1 year. Mei currently holds a Series 6, Series 7TO, Series 63, and Series 65 licenses. Mei is registered to offer securities and investment advisory services in California. Mei has worked for HSBC Securities (USA) Inc., J.P. Morgan Securities LLC, BancWest Investment Services, Inc., BMO Bank NA, and LPL Financial 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.
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.
Consulting and other non-discretionary advisory services
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
CA
07/19/2023 - Present
LPL Financial LLC (HAYWARD CA)
CA
02/14/2022 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (HAYWARD CA)
CA
12/16/2014 - 02/08/2022
HSBC SECURITIES (USA) INC. (OAKLAND CA)
CA
02/27/2014 - 12/02/2014
J.P. MORGAN SECURITIES LLC (OAKLAND CA)
IA
Issued 04/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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