Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Freeman? Claim Your ProfileFreeman Leung is a financial advisor who has been in the industry since 1996. Leung is currently registered with J.p. Morgan Securities LLC and holds Series 7, 63, and 66 licenses. Previously, Leung has been registered with LPL Financial LLC, KineCTA Financial & Insurance Services, LLC, U.S. Bancorp Investments, Inc., HSBC Securities (USA) Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., BA Investment Services, Inc., Fidelity Brokerage Services, Inc., and National Financial Services Corporation. Leung has worked in various locations including Huntington Beach, Anaheim, Woodland Hills, Los Angeles, Newport Beach, Boston, Oakland, Smithfield, and Irvine. Leung has a strong background in financial services and is dedicated to providing personalized financial advice to clients.
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
05/24/2021 - Present
J.p. Morgan Securities LLC (YORBA LINDA CA)
CA
04/15/2016 - 07/20/2017
LPL FINANCIAL LLC (HUNTINGTON BEACH CA)
CA
06/09/2016 - 07/14/2017
KINECTA FINANCIAL & INSURANCE SERVICES, LLC (WOODLAND HILLS CA)
CA
01/24/2013 - 04/22/2016
U.S. BANCORP INVESTMENTS, INC. (ANAHEIM CA)
CA
02/23/2011 - 01/25/2013
HSBC SECURITIES (USA) INC. (LOS ANGELES CA)
CA
10/23/2009 - 02/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
03/13/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HUNTINGTON BEACH CA)
MA
07/12/1999 - 02/14/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
04/24/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
RI
09/18/1995 - 02/07/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
10/11/1994 - 09/21/1995
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
BOTH
Issued 10/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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