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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suhwan? Claim Your ProfileSuhwan Jeong is an investment advisor representative who has been in the industry since October 2009. Suhwan Jeong is currently registered with Citigroup Global Markets Inc. Suhwan Jeong previously worked at Park Avenue Securities LLC and MetLife Securities Inc. Suhwan Jeong has licenses for both Broker-Dealer and Investment Advisor. Suhwan Jeong holds the Series 6, 7, 63, 65, and 66 licenses and the SIE designation. Suhwan Jeong offers investment advice and portfolio management services. Suhwan Jeong focuses on providing services to high net worth individuals, corporations, and charitable organizations. Suhwan Jeong is licensed in 28 states and the District of Columbia.
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.
Asset allocation advice
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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NJ
09/16/2013 - 06/25/2015
PARK AVENUE SECURITIES LLC (FORT LEE NJ)
NY
08/17/2009 - 07/18/2013
METLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/05/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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