Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wing-yin? Claim Your ProfileWing-yin Jung is a registered representative with Fidelity Personal AND Workplace Advisors. She is a financial advisor with experience in the industry. Wing-yin has held previous positions at FIDELITY BROKERAGE SERVICES LLC, CHARLES SCHWAB & CO., INC., and J.P. MORGAN SECURITIES LLC. Wing-yin is licensed in several states, including California, Arizona, Colorado, Florida, Maryland, Massachusetts, Nevada, New York, Oregon, Tennessee, Texas, and Washington. She specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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.
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
CA
10/25/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
02/12/2021 - 06/07/2021
FIDELITY BROKERAGE SERVICES LLC (PALO ALTO CA)
CA
04/28/2017 - 02/08/2021
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
11/25/2014 - 08/24/2015
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BOTH
Issued 08/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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