Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dae young? Claim Your ProfileDae young Chung is an investment advisor representative at Fidelity Personal And Workplace Advisors with over 20 years of experience in the industry. Dae young Chung has a diverse background, having previously worked at BANCWEST INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY, SOUTHWEST SECURITIES, INC. and M.L. STERN & CO., LLC. Dae young Chung is licensed to provide financial advice in Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Massachusetts, Nevada, New Jersey, Oregon, Pennsylvania, Tennessee, Texas, Utah, and Washington.
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.
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.
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
CA
06/01/2021 - Present
Fidelity Personal AND Workplace Advisors (SAN JOSE CA)
CA
02/02/2015 - 07/15/2016
BANCWEST INVESTMENT SERVICES, INC. (SUNNYVALE CA)
CA
05/30/2012 - 01/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNTAIN VIEW CA)
CA
11/13/2009 - 05/23/2012
MORGAN STANLEY SMITH BARNEY (SAN MATEO CA)
CA
12/09/2008 - 07/02/2009
SOUTHWEST SECURITIES, INC. (SAN FRANCISCO CA)
CA
03/13/2003 - 12/31/2008
M.L. STERN & CO., LLC. (SAN FRANCISCO CA)
NY
09/09/1999 - 09/23/1999
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
06/28/1999 - 07/21/1999
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
IA
Issued 12/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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