Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Cheng is a financial professional with over 20 years of experience in the securities industry. Wallace has a Series 7, Series 79, and SIE license and is currently registered with Morgan Stanley & Co. LLC. Wallace has previously held positions at Credit Suisse Securities (USA) LLC and Credit Suisse First Boston Corporation. Wallace's experience and qualifications make him well-suited to provide a range of financial services to individuals and institutions.
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.
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.
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CA
05/19/2016 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
CA
08/16/2010 - 05/31/2016
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
NY
09/02/1997 - 12/31/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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