Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dong? Claim Your ProfileDong Choi is a financial advisor with over 20 years of experience in the industry. Dong is currently registered with Ameriprise Financial Services, LLC and holds Series 7, 9, 10, 31, and 66 licenses. Dong has previously worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Dong is a highly experienced advisor who is dedicated to helping clients achieve their financial goals. Dong offers a variety of financial services, including asset allocation, financial planning, portfolio management, and investment advisory services.
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 services
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.
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2
CA
05/17/2018 - Present
Ameriprise Financial Services, LLC (REDWOOD CITY CA)
CA
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (PALO ALTO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)
CA
05/21/2003 - 04/02/2007
MORGAN STANLEY DW INC. (MENLO PARK CA)
BOTH
Issued 06/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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