Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krelen? Claim Your ProfileKrelen Chung is a registered representative with Citigroup Global Markets Inc., with over 21 years of experience in the financial services industry. Krelen is a Series 63, 66, and 7 licensed representative, and holds a Series SIE. Krelen has a broad background in the financial services industry, with past employment at both Citigroup Global Markets Inc. and Citicorp Investment Services. Krelen provides financial planning, portfolio management for individuals and businesses, as well as asset allocation advice. Krelen Chung currently holds licenses in 11 states.
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.
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.
Asset allocation advice
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
NJ
08/17/2021 - Present
Citigroup Global Markets Inc. (Fort Lee NJ)
NY
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/29/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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