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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sue? Claim Your ProfileSue Cheung is a financial advisor with Brighton Jones LLC, based in San Francisco, California. Sue has been in the financial services industry since 2004 and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Sue also has a CFP designation. Before joining Brighton Jones LLC, Sue worked for Morgan Stanley, Growth Capital Services, Inc, Independent Financial Group, LLC, Charles Schwab & Co., Inc, and USAA Financial Advisors, Inc. Sue is a certified financial planner, and offers a variety of financial planning services to individuals, businesses, and investment companies. Sue's primary focus is providing financial planning, portfolio management, and retirement planning services to her clients.
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.
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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CA
05/04/2023 - Present
Brighton Jones LLC (San Francisco CA)
CA
06/17/2021 - 06/30/2022
MORGAN STANLEY (San Francisco CA)
DE
11/12/2020 - 05/07/2021
GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)
CA
09/24/2019 - 01/21/2020
INDEPENDENT FINANCIAL GROUP, LLC (SAN FRANCISCO CA)
NY
10/13/2015 - 03/09/2018
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
CA
11/23/2009 - 08/04/2015
USAA FINANCIAL ADVISORS, INC. (SAN FRANCISCO CA)
FL
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
10/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
10/01/2004 - 07/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MN
10/01/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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