Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ji sung? Claim Your ProfileJi Sung Chung is a financial advisor in NEWARK, CA and has been working in the industry for over 17 years. Ji Sung is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since August 2021. Before joining Merrill Lynch, Ji Sung was registered with MML Investors Services, LLC, from March 2017 to August 2021. Previously, Ji Sung worked with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Ji Sung holds licenses for Series 6, 7TO, 63 and 66 and has a total of 8 state licenses. Ji Sung provides portfolio management services for businesses and individuals and has been involved in pension consulting 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
10/06/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWARK CA)
CA
03/25/2017 - 08/09/2021
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
08/26/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
08/26/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OAKLAND CA)
BOTH
Issued 05/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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