Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ahsoo? Claim Your ProfileAhsoo Ahn is an investment advisor representative with Galliott Capital Advisors, LLC based in Beverly Hills, CA. Ahsoo has been in the industry since 2008 and has experience with Morgan Stanley, J.P. Morgan Securities LLC, and Deutsche Bank Securities Inc. Ahsoo holds Series 7 and 66 licenses. Galliott Capital Advisors, LLC is a registered investment advisor with the SEC, and they specialize in providing portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Institutional consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Consulting
1
2
CA
09/25/2023 - Present
Galliott Capital Advisors, LLC (BEVERLY HILLS CA)
CA
07/02/2020 - 01/02/2023
INSIGNEO SECURITIES, LLC (Beverly Hills CA)
CA
06/01/2016 - 07/02/2020
MORGAN STANLEY (LOS ANGELES CA)
CA
11/30/2011 - 06/07/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
02/15/2008 - 12/07/2011
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 06/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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