Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanie? Claim Your ProfileJeanie Sung is a financial advisor with LPL Financial LLC, a firm with a strong reputation in the industry. Jeanie has been working in the financial industry since 2001 and has a diverse background with previous experience at UBS Financial Services Inc. and VALIC Financial Advisors, Inc. Jeanie holds Series 7, 63, and 65 licenses, along with the SIE exam, demonstrating her commitment to professional development and keeping abreast of industry regulations.
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.
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2
HI
08/24/2016 - Present
LPL Financial LLC (HONOLULU HI)
HI
06/24/2008 - 06/09/2016
VALIC FINANCIAL ADVISORS, INC. (HONOLULU HI)
HI
03/21/2007 - 07/15/2008
UBS FINANCIAL SERVICES INC. (HONOLULU HI)
HI
01/22/2001 - 03/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
IA
Issued 03/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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