Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xun? Claim Your ProfileXun Hu is a financial advisor with over 11 years of experience in the financial services industry. Currently, Xun is registered with Citigroup Global Markets Inc. in Greenwich, CT. Xun has previously held positions with J.P. Morgan Securities LLC, Chase Investment Services Corp. and MetLife Securities Inc. Xun holds Series 7, 63 and 66 securities licenses. Xun is also registered to provide investment advisory services in the state of New York.
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
CT
06/21/2023 - Present
Citigroup Global Markets Inc. (Greenwich CT)
NY
10/01/2012 - 07/05/2023
J.P. MORGAN SECURITIES LLC (FLUSHING NY)
NY
02/28/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLUSHING NY)
NY
12/06/2010 - 01/19/2012
METLIFE SECURITIES INC. (FLUSHING NY)
BOTH
Issued 08/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2010
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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