Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winston? Claim Your ProfileWinston Chung is a registered investment advisor representative with Cetera Investment Advisers LLC. Winston has been in the industry since 1996 and holds a Series 7, Series 63, and Series 65 license. Winston previously worked at Summit Brokerage Services, Inc., Citigroup Global Markets Inc., and Gruntal & Co. Incorporated. Winston provides a range of financial planning and investment 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.
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.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
11/18/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (NEW YORK NY)
NY
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/04/1998 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
10/10/1994 - 12/05/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 11/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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