Unclaimed
Byong woo Chung is a financial advisor with over 15 years of experience in the financial services industry. Byong woo Chung has held positions at several prominent firms, including Merrill Lynch, PNC Investments, and TD Ameritrade. Currently, Byong woo Chung is a Registered Representative of Fidelity Personal and Workplace Advisors, where he serves as a financial advisor, providing a range of services including financial planning, investment management, and portfolio management.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
05/06/2015 - 01/31/2018
TD AMERITRADE, INC. (WALNUT CREEK CA)
NJ
08/30/2013 - 04/17/2015
PNC INVESTMENTS (WEST WINDSOR NJ)
NJ
02/24/2011 - 08/06/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
05/15/2007 - 11/12/2009
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
BOTH
Issued 03/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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