Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Chung is a financial advisor with Corient. Jennifer has over 10 years of experience in the financial services industry. Jennifer has worked with a wide range of clients, including individuals, families, businesses, and institutions. Jennifer is committed to providing her clients with personalized financial advice and guidance. Jennifer holds the Series 7 and Series 66 licenses and is a Certified Financial Planner.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
12/16/2022 - Present
Corient (MIAMI FL)
IL
04/19/2013 - 01/10/2019
MORGAN STANLEY (OAK BROOK IL)
IL
03/05/2012 - 04/08/2013
CETERA FINANCIAL SPECIALISTS LLC (NORTHBROOK IL)
IL
05/18/2005 - 01/09/2009
LPL FINANCIAL CORPORATION (GLENVIEW IL)
IN
10/22/2002 - 05/22/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/22/2002 - 05/22/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/16/2000 - 09/10/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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