Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Chung is a financial advisor with over 17 years of experience in the financial services industry. Andrew is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Andrew is also a registered Investment Advisor Representative in Texas. Prior to joining Kestra, Andrew worked at BBVA Securities Inc. and Money Concepts Capital Corp. Andrew provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans. Andrew specializes in investment strategies, retirement planning, and tax planning.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
TX
10/10/2017 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
05/18/2015 - 10/02/2017
BBVA SECURITIES INC. (HOUSTON TX)
CA
07/24/2012 - 04/28/2015
MONEY CONCEPTS CAPITAL CORP (FULLERTON CA)
CA
11/25/2011 - 02/13/2012
ROYAL ALLIANCE ASSOCIATES, INC. (TARZANA CA)
CA
10/05/2011 - 10/18/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (RIVERSIDE CA)
CA
07/13/2011 - 07/20/2011
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
CA
08/03/2010 - 07/01/2011
BMA SECURITIES (LOS ANGELES CA)
CA
01/23/2009 - 07/27/2010
CAPWEST SECURITIES, INC. (LOS ANGELES CA)
CA
06/23/2008 - 12/16/2008
ZECCO TRADING, INC. (GLENDALE CA)
CA
08/31/2005 - 07/26/2006
NATIONAL PLANNING CORPORATION (SANTA MONICA CA)
MA
04/05/2004 - 08/02/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
SC
12/18/2003 - 01/16/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
01/23/2003 - 06/09/2003
WORLDCO, L.L.C. (NEW YORK NY)
NY
01/08/2003 - 01/29/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
05/07/2002 - 01/22/2003
WORLDCO, L.L.C. (NEW YORK NY)
TX
09/25/2001 - 04/26/2002
ZONE TRADING PARTNERS, LLC (AUSTIN TX)
NE
08/03/2001 - 09/20/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/08/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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