Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Chun is a financial advisor with Honu Wealth Management, based in Sunnyvale, CA. He has been in the financial services industry since 2004 and holds a Series 7 and Series 63 license. Tom also provides tax preparation services and is a life and health insurance agent. Tom specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
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.
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CA
03/08/2012 - Present
Honu Wealth Management (SUNNYVALE CA)
CA
06/02/2004 - 07/05/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOS ALTOS CA)
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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