Chwei-guang Chiou (CRD# 2855207) is an Investment Advisor Representative working at Momentum Fintech LLC in Lisle, IL and has over 21 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Momentum Fintech LLC | Lisle, IL | Jan 2018 - Current | 6 |
| Ausdal Financial Partners, Inc. | Davenport, IA | Apr 2016 - Mar 2018 | 1 |
| Berthel Fisher & Company Financial Services, Inc. | Lisle, IL | Sep 2013 - Apr 2016 | 2 |
| Bfc Planning, Inc. | Lisle, IL | Sep 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- IL
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$91,253
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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