Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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