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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Chung is a financial advisor with RBC Capital Markets, LLC. He is registered with the state of New York and has been in the industry since 2014. Prior to joining RBC Capital Markets, LLC, Timothy Chung worked at CANTOR FITZGERALD & CO. and JEFFERIES LLC. His experience includes Investment Banking Registered Representative, Uniform Securities Agent State Law Examination and Securities Industry Essentials Examination. Timothy Chung provides financial planning and portfolio management services for a variety of clients including individuals, families, businesses, and institutions. He also has experience providing advice on employee benefit plans, endowment funds, foundations, and family trusts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
NY
01/15/2021 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
06/09/2016 - 10/13/2020
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
05/21/2014 - 06/01/2016
JEFFERIES LLC (NEW YORK NY)
BC
Issued 07/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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