Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jun? Claim Your ProfileJun Gu is a financial advisor with Corient. Jun Gu has been in the industry since 2011. Jun Gu holds a Series 7, Series 63, and SIE license. Jun Gu specializes in investment management, financial planning, and pension consulting. Jun Gu is also a Chartered Financial Analyst (CFA). Jun Gu has experience working with clients at various stages of life, including high-net-worth individuals, charitable organizations, and corporations. Jun Gu is committed to helping clients achieve their financial goals. Jun Gu is also a board director of the CFA Society of Houston and an advisory board member of the Rice Wright Fund.
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
TX
01/31/2023 - Present
Corient (HOUSTON TX)
NY
07/07/2022 - 01/03/2023
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
TX
05/13/2014 - 07/08/2022
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
06/27/2011 - 05/28/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (HOUSTON TX)
BC
Issued 06/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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