Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jun? Claim Your ProfileJun Tang, a CERTIFIED FINANCIAL PLANNER™ professional, has been in the financial services industry since May 2009. Jun is currently registered with Cetera Investment Advisers LLC in Plano, TX. Previously Jun worked for Capital One Investing, LLC, USAA Financial Advisors, Inc., BBVA Securities Inc., Citigroup Global Markets Inc., and Chase Investment Services Corp. Jun is licensed in Texas and six other states. Jun provides investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jun’s firm, Cetera Investment Advisers LLC, is headquartered in Schaumburg, IL and has been providing financial services since 1975. Cetera Investment Advisers LLC is a registered investment adviser with the U.S. Securities and Exchange Commission and has over 400,000 clients nationwide.
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.
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2
TX
06/28/2018 - Present
Cetera Investment Advisers LLC (PLANO TX)
TX
06/29/2017 - 05/07/2018
CAPITAL ONE INVESTING, LLC (Flower Mound TX)
TX
03/17/2015 - 07/20/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
07/16/2014 - 01/30/2015
BBVA SECURITIES INC. (RICHARDSON TX)
NY
02/22/2012 - 06/06/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
12/04/2008 - 01/19/2012
CHASE INVESTMENT SERVICES CORP. (ALLEN TX)
BOTH
Issued 5/1/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/3/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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