Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chun? Claim Your ProfileChun Wong is an investment advisor representative currently registered with J.p. Morgan Securities LLC. Chun has been in the industry since February 12, 2012 and has experience with a variety of investment products and services. Chun is licensed in several states including California, Texas, Colorado, District of Columbia, Florida, Illinois, Massachusetts, Michigan, Montana, Nevada, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania and Washington. Chun's previous experience includes a role with MetLife Securities, Inc in Walnut Creek, CA. Chun has a Series 7, Series 63, and Series 66 license as well as the SIE exam. Chun specializes in investment advisory services for individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, high-net-worth individuals, and labor unions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
06/30/2016 - Present
J.p. Morgan Securities LLC (MENLO PARK CA)
CA
02/08/2012 - 06/24/2016
METLIFE SECURITIES, INC (SAN JOSE CA)
BOTH
Issued 03/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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