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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ryan Chun is a financial advisor with over 23 years of experience in the industry. Jeffrey is a registered representative of Osaic FA, Inc. Osaic FA, Inc. offers a variety of financial services to individuals, businesses, and institutions. Their services include financial planning, portfolio management, and retirement planning. They specialize in serving high-net-worth individuals and families. Jeffrey currently holds Series 6, 7, 63 and 66 licenses as well as being registered in over 20 states.
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.
Retirement plan consulting services provided on a limited basis.
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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CA
02/12/2020 - Present
Osaic FA, Inc. (SAN MATEO CA)
IN
04/07/2000 - 05/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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