Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Tong Cheang is a financial advisor with Raymond James & Associates, Inc. Olivia is a registered representative with the state of New York and holds the Series 7, Series 63, Series 87, and SIE licenses. Olivia has over 20 years of experience in the financial services industry. Prior to joining Raymond James & Associates, Inc., Olivia was a financial advisor at BOFA SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Olivia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
NY
04/30/2021 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
05/10/2019 - 04/20/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
03/12/2002 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/19/2000 - 03/22/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 10/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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