Unclaimed
Byong Woo Chung is a financial advisor with over 13 years of experience in the financial services industry. Currently, Byong Woo Chung is registered with Fidelity Personal and Workplace Advisors and has also worked for TD Ameritrade, Inc., PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Madison Proprietary Trading Group, LLC. Byong Woo Chung specializes in providing financial planning, educational seminars, and selection of other advisers to clients. Byong Woo Chung is registered with the following regulatory organizations: FINRA and the state of Texas. Byong Woo Chung has a Series 66, SIE and Series 7 license.
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 3/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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