Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Kwok Jung is a financial advisor with over 40 years of experience in the industry. Henry is currently registered with LPL Financial LLC and is based in Clackamas, Oregon. Prior to joining LPL Financial LLC, Henry was registered with Crown Capital Securities, L.P. in Clackamas, Oregon, Mutual Service Corporation in Boston, Massachusetts, Titan/Value Equities Group, Inc. in Irvine, California, FSC Securities Corporation, and Southmark Financial Services, Inc. Henry holds the Series 7, Series 63, and SIE licenses. Henry is a well-respected financial advisor with a long history of helping clients achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OR
05/01/2024 - Present
LPL Financial LLC (CLACKAMAS OR)
OR
07/31/1999 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (CLACKAMAS OR)
MA
03/31/1999 - 07/27/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
08/13/1986 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/07/1984 - 09/09/1986
FSC SECURITIES CORPORATION
NA
04/22/1983 - 02/27/1984
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 06/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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