Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Jay Hwan is a registered investment advisor representative with Parnassus Investments, LLC in San Francisco, California. Billy has been in the industry since 2014. Billy has passed the Series 6 and SIE exams. They have earned the designation of Chartered Financial Analyst. Billy has a history of working with clients in investment companies, pooled investment vehicles, and other investment advisers. They work with clients nationwide.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
12/10/2021 - Present
Parnassus Investments, LLC (SAN FRANCISCO CA)
CA
04/07/2016 - 08/31/2022
PARNASSUS FUNDS DISTRIBUTOR, LLC (San Francisco CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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