Unclaimed
Chinhak Pak, a financial professional with over 25 years of experience, is a Registered Representative with Cuso Financial Services, LP. Chinhak provides financial advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Chinhak has worked with Wedbush Securities Inc., Ameriprise Financial Services, Inc., and Park Avenue Securities LLC. Chinhak is licensed in Texas, Indiana, and Illinois and holds a Series 6, 7, 63, and 66 licenses along with the SIE exam.
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.
1
2
NV
04/30/2024 - Present
Cuso Financial Services, LP (Henderson NV)
TX
11/30/2021 - 04/30/2024
PARK AVENUE SECURITIES LLC (ADDISON TX)
TX
11/26/2014 - 12/02/2021
WEDBUSH SECURITIES INC. (DALLAS TX)
TX
10/05/2009 - 12/16/2014
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
TX
02/27/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (RICHARDSON TX)
TX
02/26/2004 - 03/17/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
AL
04/04/2003 - 03/05/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
10/02/2000 - 03/28/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
11/03/1998 - 08/31/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 10/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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