Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chunyi? Claim Your ProfileChunyi Lei is a financial advisor with J.p. Morgan Securities LLC. Chunyi has been in the industry since 2011 and has a Series 7, Series 66, and SIE license. Chunyi holds a Chartered Financial Consultant designation. Chunyi has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and MetLife Securities Inc. J.p. Morgan Securities LLC is a large firm with offices in New York. Chunyi is registered in California, Colorado, Georgia, Hawaii, Kentucky, Montana, Nevada, New York, Tennessee, Texas, Washington, and Wisconsin.
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
11/13/2020 - Present
J.p. Morgan Securities LLC (CHINO HILLS CA)
CA
05/30/2013 - 01/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHINO HILLS CA)
CA
06/20/2011 - 04/29/2013
METLIFE SECURITIES INC. (CITY OF INDUSTRY CA)
CA
04/13/2011 - 06/17/2011
WADDELL & REED, INC. (SHERMAN OAKS CA)
BOTH
Issued 08/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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