Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Fung is a registered investment advisor with Citigroup Global Markets Inc. Wilson has been in the financial services industry since 1998 and has experience working at several prominent financial institutions including HSBC Securities (USA) Inc. and CETERA Investment Services LLC. Wilson is licensed to provide investment advice in a number of states. Wilson specializes in providing portfolio management for businesses and individuals, as well as offering asset allocation advice, financial planning and pension consulting. Wilson is committed to providing clients with the highest level of service and expertise.
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
04/04/2022 - Present
Citigroup Global Markets Inc. (BROOKLYN NY)
NY
10/06/2020 - 03/04/2022
CETERA INVESTMENT SERVICES LLC (BROOKLYN NY)
NY
06/21/2012 - 06/05/2020
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
12/21/2011 - 06/15/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/02/2009 - 10/06/2011
ALLSTATE FINANCIAL SERVICES, LLC (NEW YORK NY)
IL
05/02/2008 - 04/28/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
01/01/2005 - 04/09/2008
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
12/04/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NE
05/18/1999 - 12/04/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
09/24/1998 - 05/06/1999
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NY
02/04/1998 - 10/07/1998
LIDO SECURITIES CORP. (FLUSHING NY)
NY
10/10/1997 - 01/29/1998
U.S. SECURITIES & FUTURES CORP. (NEW YORK NY)
IA
Issued 08/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1997
Series 7 - General Securities 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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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