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 is a financial advisor with Cetera Investment Advisers LLC. Jun Tang has been in the industry since 2009 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Jun Tang holds a Series 6, 7, 63 and 66 license as well as a Certified Financial Planner designation. Prior to joining Cetera Investment Advisers LLC, Jun Tang was a financial advisor at Capital One Investing, LLC, USAA Financial Advisors, Inc., BBVA Securities Inc., Citigroup Global Markets Inc., and Chase Investment Services Corp.
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 05/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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