Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sze cheung? Claim Your ProfileSze cheung Albert Leung is a registered representative with UBS Financial Services Inc. Sze cheung Albert Leung has been in the financial services industry since November 17, 1999 and is currently registered with UBS Financial Services Inc. Sze cheung Albert Leung specializes in providing investment advice and services to individuals, corporations, and other businesses. Sze cheung Albert Leung also has experience in financial planning, pension consulting, and educational seminars. Sze cheung Albert Leung has a strong track record of success in the financial services industry and is committed to providing their clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
09/28/2022 - Present
UBS Financial Services Inc. (Pasadena CA)
GA
11/17/1999 - 11/07/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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