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 a registered representative and investment advisor representative with MML Investors Services, LLC. Chun has been in the securities industry since 2005. Chun holds Series 7 and Series 66 securities licenses, along with a SIE license. Chun is registered with the following states: Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Washington. Chun specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
04/29/2021 - Present
MML Investors Services, LLC (Melville NY)
NY
01/25/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
01/25/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
06/09/2005 - 01/26/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/09/2005 - 01/26/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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