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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hoon? Claim Your ProfileHoon Chung is a financial advisor with Morgan Stanley. Hoon Chung has been in the industry for over 24 years and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Hoon Chung has extensive experience in investment management, financial planning, and retirement planning. Hoon Chung holds multiple licenses and certifications, including Series 7, Series 63, Series 65, and Series 9. Hoon Chung is a dedicated and experienced financial advisor who is committed to 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
02/20/2020 - Present
Morgan Stanley (Jericho NY)
NY
07/16/2004 - 09/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
TX
12/12/1998 - 07/30/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 09/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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