Chia Ling Cherene Wong (CRD# 4479157) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 21 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | San Jose, CA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Campbell, CA | Jul 2016 - Mar 2020 | 3 |
| Metropolitan Life Insurance Company | Campbell, CA | Mar 2002 - Jul 2016 | 14 |
| Metlife Securities Inc. | Campbell, CA | Mar 2002 - Jul 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- CA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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