Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Na? Claim Your ProfileNa Sun is an active investment advisor representative who is registered with J.p. Morgan Securities LLC and has been in the industry since December 3, 2015. Na Sun has previously worked with SVB Securities LLC, BMO Capital Markets Corp., Wedbush Securities Inc. and Stifel, Nicolaus & Company, Incorporated. Na Sun holds the Series 63, SIE, Series 86, Series 87 and Series 7 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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/27/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/08/2021 - 03/28/2022
SVB SECURITIES LLC (NEW YORK NY)
NY
11/07/2018 - 01/26/2021
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
NY
10/18/2016 - 10/24/2018
WEDBUSH SECURITIES INC. (New York NY)
NY
04/02/2015 - 04/08/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
BC
Issued 11/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/19/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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