Ramona Ching
Ramona Ching is a registered investment advisor at Wells Fargo Advisors, based in Honolulu, HI, with 33 years of industry experience. Ramona is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1001 Bishop St, Ste 1900, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2004Other Business Activities
Ramona works as a receptionist at Kevin K.L. Ching, DDS, assisting with scheduling and accounts receivable about 10-20% of her time. She is also a co-trustee for her mother's trust, but this requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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