Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amelia? Claim Your ProfileAmelia Koh is a licensed financial advisor in California. Amelia has been in the financial industry since 1992. Amelia is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Amelia has previously worked with MSI Financial Services, Inc., Metropolitan Life Insurance Company, Security First Financial, Inc., Great Western Financial Securities Corporation, JMC Financial Corporation, Marketing One Securities, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Amelia holds the Series 6 and SIE licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (FREMONT CA)
CA
11/18/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
11/18/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DANVILLE CA)
CA
04/10/1996 - 11/25/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
CA
04/21/1994 - 09/18/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MA
09/08/1993 - 01/12/1994
JMC FINANCIAL CORPORATION (BOSTON MA)
OR
05/04/1992 - 05/18/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
08/10/1988 - 08/17/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/10/1988 - 08/17/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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