Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Cheng is a financial professional with over 10 years of experience in the industry. Terry is currently a registered representative with Commonwealth Financial Network, where Terry has been employed since September 2015. Prior to that, Terry worked for a variety of firms, including NATIONAL PLANNING CORPORATION, SCOTTRADE, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Terry holds a variety of licenses and certifications, including the Series 4, 6, 7, 24, 52TO, 53, and 63. Terry is a dedicated and experienced professional who is committed to providing clients with the highest level of service and support.
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.
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2
CA
09/16/2015 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
05/13/2014 - 09/14/2015
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
09/22/2011 - 05/12/2014
SCOTTRADE, INC. (ARCADIA CA)
FL
09/19/2006 - 06/26/2007
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
09/19/2006 - 06/26/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT LAUDERDALE FL)
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2017
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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