Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cai? Claim Your ProfileCai Yun Phung is a financial professional with over 13 years of experience in the industry. Cai is currently registered with Allstate Financial Services, LLC in Philadelphia, PA. Cai previously worked at WELLS FARGO ADVISORS, LLC. Cai is licensed to sell securities in Pennsylvania and New Jersey. Cai has passed the Series 6, Series 63, and SIE exams.
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.
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.
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2
PA
05/24/2011 - Present
Allstate Financial Services, LLC (Philadelphia PA)
PA
02/17/2009 - 06/22/2010
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
BC
Issued 05/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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