Wai Yip Cheung

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Transamerica Financial Advisors, Inc
  Bellevue, WA
• 05/2015 → Present
  World Financial Group, Inc.
  Bellevue, WA
• 09/2015 → 09/2018
  Habitat Landscaping Llc
  Bellevue, WA
• 06/2016 → 02/2017
  Safe Harbor Health Insurance Services, Inc
  Renton, WA
• 04/2016 → Present
  Applied General Agency
  Anaheim, CA
• 06/2016 → Present
  Connexion Insurance Solutions
  Mountlake Terrace, WA
• 02/2017 → 09/2019
  Habitat Life Llc
  Bellevue, WA
• 03/2016 → Present
  Habitat Management Llc
  Bellevue, WA
• 11/2017 → Present
  Tp Insurance Group Inc
  Bellevue, WA
• 02/2017 → Present
  Habitat Services Llc
  Bellevue, WA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Habitat Services LLC / 0217-Present / investment-related: No / 706-708 142nd Pl SE Bellevue, WA 98007 / Member / own a rental property for rental / Hrs Work Monthly: 4 / Sec Trading: 0 / daily operations for the tenants, like rents, repairs, etc APPLIED GENERAL AGENCY/NO/1040 N TUSTIN AVE, ANAHEIM, CA 92807/GENERAL AGENCY FOR MEDICARE OPTIONS FOR SENIORS/04.01.2016/40/1/JOIN THE EVENTS TO PROMOTE MEDICARE ADVANTAGE PLANS TO SENIORS, GENERALLY OVER 65, AS WELL CLIENTS RETENTIONS & POTENTIAL CLIENTS DEVELOPEMENTS. CONNEXION INSURANCE SOLUTIONS/YES/7001 220TH ST SW, MS 320, MOUNTLAKE TERRACE, WA 98043/AS A GENERAL AGENCY ON INDIVIDUAL HEALTH INSURANCE/INDEPENDENT AGENT/06.10.2016/1/0/JUST SIMPLY FOR INDIVIDUAL HEALTH INSURANCE. Habitat Management LLC/No/10246 NE 21st Pl/Bellevue/WA/98004/Own a rental property and have income generation from rental/Owner/03.17.2016/2/0/Liaison with tenants, coordinate to have some minor repair on the rental property, etc. Co name: TP INSURANCE GROUP INC / emp dates: 1117 TO PRESENT/ INVESTMENT RELATED: NO /address: 13010 NE 20TH ST STE 100 BELLEVUE, WA 98004/ position: AGENT/ nature of business: P &C INSURANCE (HOME, AUTO, COMMERCIAL)/hrs work monthly: 40/Sec trading hrs: 1/ duties: QUOTE OF AUTO, HOME, COMMERCIAL INSURANCE FOR POTENTIAL CLIENTS. ISSUE POLICIES; COMMUNICATE WITH INSURANCE UNDERWRITER, ETC OBA Amendment Update: TP INSURANCE GROUP INC

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-24
• S63 Uniform Securities Agent State Law Examination
  2016-03-28