Unclaimed
Kyuri Weng is a financial advisor registered with Pgim Investments LLC. Kyuri has been in the industry since June 2003. Kyuri is licensed to provide investment advisory services in 51 states including New Jersey. Kyuri Weng specializes in providing advisory services to sponsors of wrap account platforms and investment companies. Kyuri is a Chartered Financial Analyst and holds the Series 7, Series 63, Series 65, and Series 79TO licenses.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
04/13/2022 - Present
Pgim Investments LLC (Newark NJ)
NY
06/01/2010 - 04/05/2022
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
NY
02/09/2010 - 06/01/2010
VAN KAMPEN FUNDS INC. (NEW YORK NY)
NY
09/24/2007 - 02/09/2010
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
MA
05/21/2003 - 09/18/2007
BLACKROCK INVESTMENTS, INC. (BOSTON MA)
IA
Issued 04/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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