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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jiyoung? Claim Your ProfileJiyoung Chung, Im, is a financial advisor with Fidelity Personal And Workplace Advisors. Jiyoung has been in the industry since 2009. Jiyoung is licensed to provide investment advice in several states. Jiyoung has previously worked with American Investors Company, Transamerica Financial Advisors, Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Pruco Securities, LLC, MetLife Securities Inc., Ameriprise Financial Services, Inc., and World Group Securities, Inc.
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.
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2
CA
10/17/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN JOSE CA)
CA
09/15/2015 - 08/12/2022
AMERICAN INVESTORS COMPANY (SAN JOSE CA)
CA
06/11/2012 - 12/19/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (MOUNTAIN VIEW CA)
CA
01/03/2011 - 03/29/2011
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
CA
12/04/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SUNNYVALE CA)
CA
01/16/2009 - 06/08/2009
WELLS FARGO INVESTMENTS, LLC (SUNNYVALE CA)
NJ
11/03/2008 - 12/15/2008
PRUCO SECURITIES, LLC. (NEWARK NJ)
CA
05/24/2007 - 10/27/2008
METLIFE SECURITIES INC. (SAN JOSE CA)
CA
12/19/2006 - 03/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
09/12/2005 - 09/12/2006
WORLD GROUP SECURITIES, INC. (SANTA CLARA CA)
BOTH
Issued 06/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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