Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byung? Claim Your ProfileByung Chong is a financial advisor with over 22 years of experience in the industry. Byung is a Registered Representative and Investment Advisor Representative with Cuso Financial Services, LP, a firm with over 500 employees and $4.7 billion in assets under management. Byung holds the Series 7, Series 66, Series 24, and Series 99TO licenses. Byung specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Byung has been affiliated with Wescom Financial Services and Cuso Financial Services, LP, and has worked in the San Diego area for most of his career.
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.
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.
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2
CA
01/13/2023 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
09/01/2004 - 02/06/2023
WESCOM FINANCIAL SERVICES (PASADENA CA)
CA
12/08/2000 - 09/01/2004
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
BOTH
Issued 12/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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