Unclaimed
Jeanette Chung is a financial advisor with Ameriprise Financial Services, LLC. Jeanette has been in the industry since 2000. She is a registered representative in both New Jersey and New York and has experience working with a variety of clients, including individuals, families, trusts, businesses, and charitable organizations. Jeanette offers a wide range of financial services, including financial planning, asset allocation, investment management, and educational seminars. Jeanette is committed to helping her 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/16/2021 - Present
Ameriprise Financial Services, LLC (West Orange NJ)
NJ
09/08/2008 - 07/10/2020
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NY
01/01/2005 - 07/09/2008
HSBC SECURITIES (USA) INC. (FLUSHING NY)
NY
12/13/2001 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
TX
11/28/2000 - 12/18/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
11/03/1999 - 11/13/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 03/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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