Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Yoo is a financial advisor with over 15 years of experience in the industry. Alex is currently registered with Osaic Wealth, Inc. and has a Series 6, Series 63 and SIE license. Alex has previously worked with Woodbury Financial Services, Inc. and Questar Capital Corporation. Alex has worked in the Anaheim area and has a strong understanding of the local market. Alex specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations and charitable organizations.
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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CA
01/19/2024 - Present
Osaic Wealth, Inc. (ANAHEIM CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ANAHEIM CA)
CA
03/09/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ANAHEIM CA)
CA
03/16/2009 - 09/10/2010
ING FINANCIAL PARTNERS, INC. (HACIENDA HEIGHTS CA)
CA
03/01/2007 - 12/31/2008
PRINCOR FINANCIAL SERVICES CORPORATION (HACIENDA HEIGHTS CA)
BC
Issued 06/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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