Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Jung is a registered representative with Citigroup Global Markets Inc. with over 5 years of experience in the financial services industry. Joshua has passed the Series 7TO, Series 63, and Series 66 exams and holds a valid registration in California. Joshua's background also includes experience with J.P. Morgan Securities LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Joshua specializes in providing asset allocation advice, financial planning, and portfolio management services to individuals, corporations, and high net worth individuals.
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.
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.
Asset allocation advice
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
11/21/2024 - Present
Citigroup Global Markets Inc. (Hermosa Beach CA)
NY
04/08/2021 - 08/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/17/2019 - 03/17/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 11/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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