Unclaimed
June Alison Chow is a financial professional with over 20 years of experience in the industry. June is currently registered with LPL Financial LLC and has been with the firm since March 2015. Previously, June was associated with Equity Services, Inc., Ameritas Investment Corp., Park Avenue Securities LLC, H. Beck, Inc., Sammons Securities Company, LLC, and Woodbury Financial Services, Inc.. June holds FINRA Series 6, 7, 24, 26, 63, and 65 licenses, as well as the SIE exam. June offers a wide range of investment services, including financial planning, portfolio management, pension consulting, and educational seminars. June is committed to providing her clients with personalized financial guidance and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/05/2021 - Present
LPL Financial LLC (GLENDALE CA)
CA
11/11/2009 - 03/20/2015
EQUITY SERVICES, INC. (GLENDALE CA)
CA
09/04/2007 - 11/09/2009
AMERITAS INVESTMENT CORP. (GLENDALE CA)
CA
06/25/2007 - 09/18/2007
PARK AVENUE SECURITIES LLC (GLENDALE CA)
CA
08/08/2005 - 06/15/2007
H. BECK, INC. (MONROVIA CA)
MI
09/23/2003 - 07/27/2005
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
MN
08/14/1998 - 08/28/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 01/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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