Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wai? Claim Your ProfileWai Cheung is a financial advisor with over 10 years of experience in the industry. Wai is currently registered with Cetera Investment Advisers LLC and is licensed to provide financial advice in New York, New Jersey, and New Hampshire. Previously, Wai was affiliated with VOYA FINANCIAL ADVISORS, INC. and METLIFE SECURITIES INC. Wai is a Certified Financial Planner and holds Series 6, 7, and 63 licenses. Wai specializes in providing financial planning, portfolio management, and investment advice for individuals, corporations, and other businesses. Wai also offers insurance products through various companies.
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
03/22/2021 - Present
Cetera Investment Advisers LLC (BROOKLYN NY)
NY
08/28/2013 - 12/27/2018
VOYA FINANCIAL ADVISORS, INC. (BROOKLYN NY)
NY
06/12/2009 - 08/08/2013
METLIFE SECURITIES INC. (BROOKLYN NY)
BC
Issued 06/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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