Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pheap? Claim Your ProfilePheap Chev is a financial advisor who has been working in the industry since 2010. Pheap is currently registered with Fidelity Personal And Workplace Advisors. Pheap holds the Series 63, Series 66, Series 7 and SIE licenses. Pheap has worked for several firms in the past including TD Ameritrade, Inc., and Scottrade, Inc. Pheap has provided investment advice to individuals, corporations, and charitable organizations. Pheap specializes in financial planning, portfolio management, and educational seminars.
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
TX
12/16/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
CA
09/13/2016 - 01/11/2021
TD AMERITRADE, INC. (THOUSAND OAKS CA)
CA
03/10/2009 - 09/09/2016
SCOTTRADE, INC. (NORTHRIDGE CA)
BOTH
Issued 06/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Pheap Chev is the right advisor for you? Invested Better is here to help.
