Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Kamtong Cheung is a financial professional with over 27 years of experience in the securities industry. Tony is currently registered with Hilltop Securities Inc. in New York. Tony's previous employers include FIRST SOUTHWEST COMPANY, LLC and UBS SECURITIES LLC. Tony holds several professional licenses and designations including Series 7, Series 63, Series 50 and SIE. Tony specializes in providing financial planning, portfolio management for individuals, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
NY
01/22/2016 - Present
Hilltop Securities Inc. (NEW YORK NY)
NY
06/27/2007 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (NEW YORK NY)
NY
01/16/2006 - 04/18/2007
UBS SECURITIES LLC (NEW YORK NY)
NJ
11/18/1994 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 06/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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