Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lung is a financial advisor at Fidelity Personal And Workplace Advisors. Jeffrey has been working in the financial services industry since 2004 and is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Jeffrey Lung is also a Certified Financial Planner. Jeffrey specializes in working with high-net-worth individuals, corporations, and charitable organizations. Jeffrey provides financial planning, portfolio management, and educational seminars.
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.
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.
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
CA
10/03/2019 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
10/28/2011 - 12/03/2013
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
10/11/2010 - 09/15/2011
CHASE INVESTMENT SERVICES CORP. (CARLSBAD CA)
CA
05/13/2004 - 05/08/2009
CHARLES SCHWAB & CO., INC. (FRESNO CA)
NY
05/25/2001 - 04/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 09/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jeffrey Lung is the right advisor for you? Invested Better is here to help.
