Unclaimed
Jung Hwa Seh is a financial advisor associated with Bogart Wealth, LLC. Jung has been in the financial industry for over 10 years, and holds the Series 7, Series 66, and SIE licenses. Jung is also a Certified Financial Planner. Bogart Wealth, LLC is an SEC registered Investment Advisor firm and is headquartered in McLean, VA. Their main focus is on providing financial planning and portfolio management services to individuals and charitable organizations. The firm has over 2.6 billion in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
VA
04/08/2022 - Present
Bogart Wealth, LLC (McLean VA)
VA
06/21/2012 - 08/20/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (FAIRFAX VA)
BOTH
Issued 12/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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