Simon I. Yun
Professional summary
Simon Insung Yun, who also goes by Simon Yun, is a registered financial professional currently at FORGE SECURITIES LLC located in San Francisco, California.
Simon is registered as a RR (Registered Representative) and started their career in finance in 2013. Simon has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Simon Insung Yun's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 2021 - Present
FORGE SECURITIES LLC
Office #1: 4 Embarcadero Center Suite 1500, San Francisco, CA 94111August 30, 2016 - February 5, 2021
BLACKROCK INVESTMENT MANAGEMENT, LLC
August 30, 2016 - February 5, 2021
BLACKROCK INVESTMENTS, LLC
November 18, 2014 - August 5, 2016
CITIGROUP GLOBAL MARKETS INC.
November 18, 2014 - August 5, 2016
CITIGROUP GLOBAL MARKETS INC.
July 24, 2013 - September 12, 2014
CAPITAL CLIENT GROUP, INC.
June 10, 2013 - September 12, 2014
CAPITAL CLIENT GROUP, INC.
March 5, 2013 - May 28, 2013
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
FORGE SECURITIES LLC
CRD#: 134596 / SEC#: , 8-66846
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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