Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chong is a financial advisor with LPL Financial LLC, and has been in the industry since January 15, 2008. Michael is registered with the state of California and Texas. Michael's main office is located in Concord, CA at 1855 GATEWAY BLVD STE 570, 94520. Michael has passed the Series 66, Series 24, SIE and Series 7 exams. Michael holds the Certified Financial Planner designation. Michael previously worked for WADDELL & REED.
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
07/21/2021 - Present
LPL Financial LLC (CONCORD CA)
CA
01/16/2008 - 07/21/2021
WADDELL & REED (CONCORD CA)
BOTH
Issued 02/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Chong is the right advisor for you? Invested Better is here to help.
