Cherie Chih Chun Wang

Current Employers

Employment History

• 03/2015 → Present
  Zuk Financial Group
  Placentia, CA
• 04/2015 → 11/2017
  National Planning Corporation
  Placentia, CA
• 06/2017 → Present
  Valley Wealth Strategies, Llc
  Placentia, CA
• 11/2017 → Present
  Lpl Financial, Llc
  Placentia, CA

Previous Registrations

• 2017-06-28 → 2017-12-31
  Valley Wealth Strategies
  Placentia, CA
• 2015-06-08 → 2017-11-29
  National Planning Corporation
  Placentia, CA

Other Businesses

1. 11/29/2017 - Cerritos College Teacher - Not Investment Related - Outside/W-2 Employment - Professor - Start Date 9/2017. 2. 11/29/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other - Start Date 7/29/2015 - 2 Hours Per Month / 2 Hours During Trading - Notary Public. 3. 01/04/2018 - Valley Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 6/20/2017 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through Valley Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 06/2017. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 01/08/2018 - Valley Wealth Strategies, LLC - DBA: Zuk Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 06/2017 - 20 Hours Per Month/20 Hours During Securities Trading. 5. 5/30/2018 - Zuk and Associates Insurance Services Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:03/25/2015 - 5 Hour(s) Per Month/5 Hour(s) During Trading. 6. 7/9/2021 - Citadel Law Offices & Financial Service - Not Investment Related - At Reported Business Location(s) - Other-Estate Planning - Certified Estate Planner - Start Date: 5/7/2021 - 2 Hours Per Month/2 Hours During Securities Trading - Complete estate planning paperwork and provides to Citadel for creation of the trust. 7. 7/28/2021 - TWC Wealth, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 6/11/2021 - 8 Hours Per Month/0 Hours During Securities Trading - S-Corp for tax purposes.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-27

Designations

Other Names

• Chih Chun Wang
• Cherie Wang