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Stephen Yuk hoi Cheng

Transamerica Financial Advisors, Inc.

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About Stephen Yuk hoi Cheng

Stephen Yuk hoi Cheng is an investment advisor representative with Transamerica Financial Advisors, Inc. Stephen has been in the securities industry since December 20, 1992. Stephen has been registered with Transamerica Financial Advisors, Inc. since January 6, 2012. Prior to working with Transamerica Financial Advisors, Inc. Stephen worked with World Group Securities, Inc., WMA Securities, Inc. and Intersecurities, Inc. Stephen holds Series 6, 63, 26 and 65 licenses. Stephen is also registered in California and Georgia as an Investment Advisor Representative. Stephen works out of the Santa Clara, California branch office of Transamerica Financial Advisors, Inc. Stephen's primary business is sales of insurance products for companies affiliated with Transamerica Financial Advisors, Inc..

Firm Information

Stephen Cheng is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Cheng’s Registration & Firm History

CA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Santa Clara CA)

CA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SANTA CLARA CA)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

12/21/1992 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 08/18/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Yuk hoi Cheng.
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