Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Ching is a financial advisor with Cresset Asset Management, LLC. Steve has been in the industry for over 20 years. Steve is registered with the state of California and Texas. Steve has a Series 7, 63, and 66 licenses. Steve has a long history of working with clients in the financial services industry and has held positions at several firms, including J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Credit Suisse Securities (USA) LLC. Steve specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
04/19/2024 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CA
09/29/2023 - 05/07/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
CA
10/10/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
09/23/2008 - 11/05/2015
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
09/22/2008 - 10/07/2008
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
01/12/2004 - 09/22/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
CA
08/21/2000 - 09/17/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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