Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tak? Claim Your ProfileTak Kwong Jue is a registered Investment Advisor Representative with Cetera Investment Advisers LLC. Tak Kwong Jue has been in the financial industry since August 6, 1996. Prior to joining Cetera Investment Advisers LLC, Tak Kwong Jue was registered with Avalon Investment & Securities Group, Inc., PFS Investments Inc. and Pruco Securities Corporation. Tak Kwong Jue holds the Series 6, Series 7, Series 63 and SIE licenses. Tak Kwong Jue is registered in Connecticut, Florida, New Jersey, New York, and Pennsylvania.
FLUSHING, NY
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.
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2
NY
05/21/2021 - Present
Cetera Investment Advisers LLC (FLUSHING NY)
AL
10/16/1997 - 08/01/2000
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
GA
12/23/1996 - 09/30/1997
PFS INVESTMENTS INC. (DULUTH GA)
NJ
10/03/1990 - 03/04/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/03/1990 - 03/04/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/4/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/4/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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