Unclaimed
Daniel Tong myung Choy is a financial advisor with GWN Securities Inc., working in the industry since 1981. Daniel is registered with the state of Hawaii and is licensed to provide securities and investment advisory services in several states. With a wide range of experience in the financial field, Daniel can help clients with various financial needs, including financial planning, market timing services, and portfolio management. Daniel can provide personalized financial advice and support to meet individual goals and requirements.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
HI
04/30/2007 - Present
GWN Securities Inc. (HONOLULU HI)
HI
02/15/2006 - 02/28/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (HONOLULU HI)
OH
02/15/2005 - 02/13/2006
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
01/22/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
CT
06/15/2000 - 01/12/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
FL
06/30/1993 - 06/15/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NA
06/05/1985 - 07/20/1993
SOARES FINANCIAL GROUP, INC.
NA
07/05/1983 - 05/30/1985
CONSOLIDATED INVESTMENT SERVICES, INC.
NA
10/29/1981 - 06/09/1984
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 09/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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