Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chung? Claim Your ProfileChung Yueh Lin is a financial advisor with over 17 years of experience in the industry. Chung is currently registered with Osaic Institutions, Inc., in New York. Chung has previously worked at several firms, including HSBC Securities (USA) Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., and OceANCROSS CAPITAL, LLC. Chung has a strong track record of providing financial advice to a range of clients, including individuals, corporations, and charitable organizations. Chung holds the Series 7, Series 63, and Series 65 licenses. Chung also holds the SIE certification. Chung specializes in providing financial planning, investment management, and retirement planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NY
09/22/2022 - Present
Osaic Institutions, Inc. (New York NY)
NY
02/20/2013 - 09/15/2022
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
10/01/2012 - 02/14/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
04/18/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/08/2009 - 12/15/2009
OCEANCROSS CAPITAL, LLC (GREAT NECK NY)
NY
10/04/2006 - 01/07/2009
INVESTORS CAPITAL CORP. (FLUSHING NY)
NY
01/01/2004 - 10/03/2006
MAX INTERNATIONAL BROKER/DEALER CORP. (NEW YORK NY)
IA
Issued 04/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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