Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seana? Claim Your ProfileSeana Chung is an investment advisor representative with U.S. Bancorp Advisors, LLC. Seana has been in the industry since October 2000. Seana is registered in 15 states and has passed the Series 6, 7, 63, and 66 exams. Seana has experience with several firms and is currently working with U.S. Bancorp Advisors, LLC, which has offices in Glendora, CA. Seana specializes in working with high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
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2
CA
10/13/2021 - Present
U.s. Bancorp Advisors, LLC (GLENDORA CA)
CA
08/21/2009 - 09/04/2012
U.S. BANCORP INVESTMENTS, INC. (RANCHO CUCAMONGA CA)
CA
01/02/2009 - 07/22/2009
ESSEX NATIONAL SECURITIES, INC. (GARDEN GROVE CA)
CA
06/20/2008 - 01/07/2009
AXA ADVISORS, LLC (LAHABRA CA)
CA
03/04/2008 - 06/20/2008
LPL FINANCIAL CORPORATION (BREA CA)
CA
05/23/2005 - 03/04/2008
IFMG SECURITIES, INC. (PARAMOUNT CA)
CA
07/09/2002 - 05/23/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
GA
04/12/2002 - 07/23/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
09/01/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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