Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Chung is a financial professional with experience in the industry since 2022. Connie is registered with NI Advisors in California, New Jersey and New York. Connie is a registered representative and offers services related to investment company products/variable contracts and has taken the Securities Industry Essentials Examination. Connie is also a registered Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Share fees with third party asset managers
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CA
08/01/2022 - Present
NI Advisors (MILPITAS CA)
BC
Issued 11/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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