Unclaimed
Dong-hwan Hong is a financial advisor with Bakeravenue. Dong-hwan has been in the industry since 2015. Dong-hwan is registered in California as an Investment Advisor Representative. Dong-hwan has a Series 66, Series 7 and SIE license. Dong-hwan is a Chartered Financial Analyst. Dong-hwan has previously worked at Mercer Allied Company, L.P., Ayco, a Goldman Sachs Company, Sand Hill Global Advisors, and Cresset Asset Management, LLC. Dong-hwan is affiliated with Bakeravenue.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CA
04/22/2022 - Present
Bakeravenue (SAN FRANCISCO CA)
CA
09/22/2015 - 09/19/2016
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BOTH
Issued 10/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dong-hwan Hong is the right advisor for you? Invested Better is here to help.