Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tien? Claim Your ProfileTien Cheek is an active investment advisor representative registered in Nebraska and with a strong history in the financial services industry. Tien has been working in the industry since 2017 and has held positions at Fidelity Brokerage Services LLC, Charles Schwab & CO., INC. and USAA Financial Advisors, INC. Tien currently works at Charles Schwab & CO., INC. and is registered with FINRA as a registered representative. Tien has passed the Series 6, 7, 63, 66, and SIE exams. Tien is licensed to provide financial planning services and holds specializations in both securities and investment advisory.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
10/10/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
UT
01/22/2021 - 08/04/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
AZ
05/23/2020 - 11/26/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
11/24/2017 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
MN
02/18/2003 - 11/12/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
05/24/2002 - 10/16/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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