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Adelia C Chung

Park Avenue Securities LLC

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About Adelia C Chung

Adelia C Chung is a financial advisor in Honolulu, HI. Adelia is a registered representative with Park Avenue Securities LLC, where she is an advisor since August 2021. Adelia has been in the financial services industry for over 35 years. Prior to working at Park Avenue Securities, Adelia worked at Securities America, Inc. Adelia Chung has been a volunteer board member at the Rehab Hospital of the Pacific, the Straub Foundation, and the Friends of the UH Cancer Center. She has also been a board member at the YMCA and a trustee at the Tai Yau Chung Trust and the Norah W Chung RLT Trust.

Firm Information

Adelia Chung is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adelia Chung’s Registration & Firm History

HI

08/13/2021 - Present

Park Avenue Securities LLC (HONOLULU HI)

HI

12/02/2016 - 08/17/2021

SECURITIES AMERICA, INC. (HONOLULU HI)

HI

05/10/2013 - 12/23/2016

J.W. COLE FINANCIAL, INC. (HONOLULU HI)

HI

12/12/2008 - 05/10/2013

FINANCIAL ADVISERS OF AMERICA, LLC (HONOLULU HI)

HI

02/04/2000 - 12/15/2008

ROYAL ALLIANCE ASSOCIATES, INC. (HONOLULU HI)

CA

07/17/1990 - 02/11/2000

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

CA

07/17/1990 - 07/31/1995

TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)

CA

11/13/1986 - 07/24/1990

WESCO SECURITIES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 01/09/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adelia C Chung.
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