Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tsz chung? Claim Your ProfileTsz chung Leung is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Sacramento, CA. Tsz chung has been in the financial industry since 2017 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Tsz chung holds a Series 7, Series 63, and Series 66 licenses, and is registered to provide investment advice in California and Texas. In addition to working with Merrill Lynch, Tsz chung has also worked with PFS Investments Inc. and U.S. Bancorp Investments, Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
12/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SACRAMENTO CA)
CA
06/02/2021 - 10/04/2021
PFS INVESTMENTS INC. (SACRAMENTO CA)
CA
06/07/2017 - 08/21/2019
U.S. BANCORP INVESTMENTS, INC. (ARCADIA CA)
BOTH
Issued 10/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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