Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melia? Claim Your ProfileMelia Bopha Chung is a financial advisor at Cetera Investment Advisers LLC. Melia Bopha Chung has been a registered representative since 2016 and has worked in the industry for over six years. Melia Bopha Chung is licensed to provide financial advice in Connecticut and Massachusetts. Melia Bopha Chung has experience providing financial planning and investment advice for individuals, businesses and charitable organizations. Melia Bopha Chung's specialties include: financial planning, retirement planning, college savings, investment management and insurance. Melia Bopha Chung has a strong commitment to providing personalized financial advice and helping clients 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.
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.
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CT
01/02/2020 - Present
Cetera Investment Advisers LLC (EAST HARTFORD CT)
NJ
10/11/2016 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
IA
Issued 12/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/8/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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