Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andi? Claim Your ProfileAndi Yung hee Kang is a financial advisor with over 30 years of experience in the financial services industry. Andi is currently registered with Cambridge Investment Research Advisors, Inc. and holds a Series 6, 7, 24, 63 and 65 license. Andi is a Certified Financial Planner and provides financial planning services to individuals, businesses, and charitable organizations. Andi has been recognized for their expertise in financial planning and their commitment to providing their clients with personalized financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/12/2023 - Present
Cambridge Investment Research Advisors, Inc. (Costa Mesa CA)
CA
02/17/1994 - 02/04/2022
SECURITIES AMERICA, INC. (COSTA MESA CA)
AZ
01/28/1993 - 02/04/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
06/21/1991 - 02/04/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/21/1991 - 02/04/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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