Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chunyen? Claim Your ProfileChunyen Wang is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the Bridgewater, NJ office. Chunyen Wang has been in the securities industry since April 14, 2004. Chunyen Wang holds a Series 7, Series 66, and SIE licenses. Wang has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since March 5, 2009 and previously worked at Wachovia Securities, LLC and A. G. Edwards & Sons, INC. Wang has also passed the Uniform Combined State Law Examination. Wang is registered to provide investment advice in several states including: Arizona, California, Delaware, District of Columbia, Florida, Georgia, Hawaii, Iowa, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, Pennsylvania, Texas, and Virginia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
08/25/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Bridgewater NJ)
NJ
01/01/2008 - 03/06/2009
WACHOVIA SECURITIES, LLC (EAST BRUNSWICK NJ)
NJ
04/15/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EAST BRUNSWICK NJ)
BOTH
Issued 04/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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