Unclaimed
Patrick Chung is a financial advisor who has been working in the industry since 2005. Patrick is currently registered with Mutual Of America Securities LLC in Glastonbury, Connecticut. Patrick holds the Series 6, Series 26, and Series 63 licenses. Patrick has also previously worked with Mutual Of America Life Insurance Company, Directed Services LLC, and ING Financial Advisers, LLC.
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.
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.
1
2
CT
02/12/2015 - Present
Mutual OF America Securities LLC (GLASTONBURY CT)
CT
02/12/2015 - 11/20/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (GLASTONBURY CT)
CT
07/21/2004 - 01/07/2014
DIRECTED SERVICES LLC (WINDSOR CT)
CT
12/08/2003 - 07/23/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BC
Issued 12/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Chung is the right advisor for you? Invested Better is here to help.