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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Powen? Claim Your ProfilePowen Cheng is a registered investment advisor representative with State Farm Investment Management Corp. in Alhambra, CA. Powen is registered with the state of California and has been in the industry since 2008. Powen Cheng has passed the Series 6, Series 63, Series 65 and SIE exams. Powen also holds a license with State Farm Mutual Automobile Insurance Company and its affiliates. Powen Cheng is a member of the Arcadia Educational Foundation, a trustee of the BNI (Business Networking International) and owns Powen Cheng's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
10/26/2018 - Present
State Farm Investment Management Corp. (Alhambra CA)
IA
Issued 10/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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