Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Sun has been a financial professional since 2000. Jack currently works for Cetera Investment Services LLC and is based out of Irvine, California. Previously Jack worked at LPL FINANCIAL LLC, CETERA INVESTMENT SERVICES LLC, UVEST FINANCIAL SERVICES GROUP, INC., and PRIMEVEST FINANCIAL SERVICES, INC.. Jack holds Series 6, Series 63 and SIE licenses.
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.
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.
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2
CA
09/25/2017 - Present
Cetera Investment Services LLC (IRVINE CA)
CA
02/28/2017 - 09/25/2017
LPL FINANCIAL LLC (IRVINE CA)
CA
03/23/2007 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (IRVINE CA)
CA
10/09/2006 - 03/22/2007
UVEST FINANCIAL SERVICES GROUP, INC. (SAN GABRIEL CA)
CA
06/07/2002 - 10/06/2006
UVEST FINANCIAL SERVICES GROUP, INC. (SAN GABRIEL CA)
MN
11/20/2000 - 10/16/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
05/10/2000 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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