Unclaimed
June Chin is a financial advisor with over 28 years of experience in the industry. June is currently registered with Osaic Wealth, Inc. and Southland Equity Partners, LLC and has a branch office located in New York, NY. June has a wide range of experience, including portfolio management for individuals and businesses, financial planning and pension consulting. June is licensed to provide investment advisory services in California, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania and Texas.
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.
1
2
NY
11/03/2023 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
07/06/2009 - 11/03/2023
FSC SECURITIES CORPORATION (NEW YORK NY)
NY
05/10/1995 - 07/07/2009
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
05/10/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
BOTH
Issued 09/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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