Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddy? Claim Your ProfileEddy Hung is a registered investment advisor with over 20 years of experience in the financial services industry. Eddy has held positions with Citigroup Global Markets Inc., Morgan Stanley DW Inc., Oppenheimer & Co. Inc., and Wells Fargo Clearing Services, LLC. Eddy holds Series 7, Series 31, Series 65, and Series 66 securities licenses. Eddy is currently employed at Oppenheimer & Co. Inc. in New York.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
02/11/2015 - 05/12/2021
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
11/18/2008 - 02/18/2015
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/22/2006 - 12/04/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/24/1999 - 11/27/2006
MORGAN STANLEY DW INC. (NEW YORK NY)
IA
Issued 07/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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