Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eunji? Claim Your ProfileEunji Kwon is an Investment Advisor Representative who has been in the financial industry for over 3 years. Eunji has a wide range of experience working with individuals, families, and institutions. Eunji is currently registered with Kovitz Investment Group Partners, LLC. Prior to that, Eunji worked for Citizens Securities, INC., J.P. Morgan Securities LLC, and Pruco Securities, LLC. Eunji holds a Series 63, 65, and SIE licenses. Eunji specializes in providing financial planning, portfolio management, and other investment advisory services. Eunji is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/04/2025 - Present
Kovitz Investment Group Partners, LLC (Pittsburgh PA)
PA
01/21/2022 - 12/19/2023
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
PA
09/09/2021 - 01/21/2022
J.P. MORGAN SECURITIES LLC (Wilkinsburg PA)
NY
02/12/2021 - 04/12/2021
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
IA
Issued 02/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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