Connie Cheng, CFP
UBS Financial Services
Certified Financial Planner in Palo Alto, CA
http://www.ubs.com/team/sheacheng
Address:775 Page Mill Rd
Palo Alto, CA 94304
About Connie Cheng
Connie Cheng is a financial professional at UBS Financial Services located in Palo Alto, California. Connie Cheng holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Connie Cheng provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Connie Cheng775 Page Mill Rd
Palo Alto, CA 94304
Phone Number:
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Website:
http://www.ubs.com/team/sheacheng
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