Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winston? Claim Your ProfileWinston Wook Chung is a registered investment advisor representative with Cetera Investment Advisers LLC. Winston has been in the securities industry since January 5, 1996 and has been registered with Cetera since June 29, 2023. Previously, Winston was with Summit Brokerage Services, Inc., Citigroup Global Markets Inc., and Gruntal & Co. Incorporated. Winston holds the Series 63, 65, 7 and SIE licenses. Winston specializes in a variety of financial services including financial planning, pension consulting, and portfolio management. Winston is also a backup caregiver with X-TREME HOME CARE CDPAP and manages rental properties for his family trust.
Roslyn, NY
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 (Roslyn 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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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