Unclaimed
Nana Chung is a registered representative with J.P. Morgan Securities LLC, based in Redlands, CA. Nana has been in the financial industry since 2016, specializing in providing financial advice to individuals and businesses. Nana is licensed to offer securities and investment advice in California, and holds the Series 6 and Series 63 licenses, as well as the SIE exam. Nana's primary focus is providing comprehensive financial planning and investment management services, tailored to meet the individual needs of each client.
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
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2
CA
07/25/2016 - Present
J.p. Morgan Securities LLC (REDLANDS CA)
BC
Issued 08/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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