Chingkai FeiCRD Number: 4526874
Current Firm: Charles Schwab & Company, Inc.
Chingkai Fei (CRD# 4526874) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gaithersburg, MD and has over 12 years of experience in the finance industry. Chingkai Fei has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Charles Schwab & Company, Inc.||Gaithersburg, MD||Apr 2016 - Current||< 1|
|Charles Schwab Bank||Gaithersburg, MD||Apr 2016 - Current||< 1|
|Usaa Financial Planning Services||Bethesda, MD||Nov 2013 - Apr 2016||2|
|Usaa Financial Advisors, Inc.||Bethesda, MD||Nov 2013 - Apr 2016||2|
|Fidelity Brokerage Services LLC||Tysons Corner, VA||Mar 2013 - Oct 2013||< 1|
|Unemployeed Fmla||Rockville, MD||Aug 2012 - Feb 2013||< 1|
|Fidelity||Tyson's Corner, VA||Nov 2010 - Aug 2012||1|
|Citigroup Global Markets Inc.||Rockville, MD||May 2007 - Nov 2010||3|
|Citibank||Washington, DC||Oct 2004 - Oct 2007||3|
|Citicorp Investment Services||Washington, DC||Oct 2004 - Oct 2007||3|
|W. Diamond Grill||Gaithersburg, MD||Sep 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2004|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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