Unclaimed
Esther Koh is a registered investment advisor representative with Gold Coast Securities, Inc. Esther has been in the industry since October 21, 1993. Esther has passed several industry exams, including the Series 6, 7, 24, 26, 63, and 65 exams. Esther is also registered in several states, including California, Colorado, Maryland, New York, and Virginia. Esther is also self-employed and has a separate business in life, health, and long-term care insurance. Esther's primary business is with Gold Coast Securities, Inc. where she provides a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/03/2006 - Present
Gold Coast Securities, Inc. (LOS ANGELES CA)
MA
12/07/2004 - 07/15/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
VA
07/13/2000 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
05/26/1992 - 05/04/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/26/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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