Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chung? Claim Your ProfileChung Wong has been in the financial services industry since 1993 and is currently registered with Raymond James Financial Services Advisors, Inc. Chung is licensed to offer securities in Alabama, California, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, and Virginia. Chung has passed the Series 3, 7, 9, 10, 31, and SIE exams. Chung is also a Registered Investment Advisor in Florida and Texas. Chung has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
05/06/2014 - Present
Raymond James Financial Services Advisors, Inc. (Palm Beach Gardens FL)
NY
10/28/1998 - 05/10/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
01/05/1994 - 10/20/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
02/18/1993 - 01/21/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 12/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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