Unclaimed
Gregory Curtis Jung is a financial professional with over 17 years of experience in the industry. Gregory has held various roles at leading financial institutions such as Sentra Securities Corporation, Spelman & Co., Inc., SunAmerica Securities, Inc., and AIG Financial Advisors, Inc. Gregory currently works as a Registered Representative at Charles Schwab & Co., Inc., where he is actively involved in providing financial guidance and investment services 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
02/17/2016 - Present
Charles Schwab & CO., Inc. (Orlando FL)
AZ
10/31/2005 - 12/06/2007
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
03/31/2004 - 12/08/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
03/31/2004 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
03/31/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
12/19/2002 - 10/30/2003
COMPUTERSHARE SECURITIES CORPORATION (CHICAGO IL)
NJ
02/15/2000 - 01/29/2002
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
NY
11/09/1998 - 02/14/2000
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
03/03/1997 - 10/30/1998
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
BC
Issued 02/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2023
Series 4 - Registered Options Principal Examination
BC
Issued 06/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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