Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Chung is a financial advisor currently registered with Edward Jones. Robert has over 15 years of experience in the financial services industry and holds several professional licenses and designations. These include Series 6, 7, 63, and 66 licenses and the Certified Financial Planner designation. Prior to joining Edward Jones, Robert was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, CETERA Investment Services LLC and Farmers Financial Solutions, LLC. Robert specializes in financial planning, portfolio management, and pension consulting. Robert is committed to providing personalized financial advice to individuals and families.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
HI
02/05/2024 - Present
Edward Jones (KAHULUI HI)
HI
06/22/2017 - 10/10/2018
CETERA INVESTMENT SERVICES LLC (KIHEI HI)
HI
01/16/2015 - 08/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KAILUA KONA HI)
CA
10/29/2003 - 09/23/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NA
07/09/1993 - 11/22/1993
TRADEWAY SECURITIES GROUP, INC.
BOTH
Issued 02/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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