Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you G-woon? Claim Your ProfileG-woon Choe is an Investment Advisor Representative at Kera Capital Partners. G-woon has been in the industry since 2004 and has worked for several firms including Guggenheim Funds Distributors, LLC, Protected Investors of America, Jackson National Life Distributors LLC, Allianz Life Financial Services, LLC, Planco Financial Services, LLC, Van Kampen Funds Inc., and Banc One Securities Corporation. G-woon holds the Series 6, 7, 63 and 65 licenses. G-woon specializes in providing investment advice to high-net-worth individuals, corporations, and pooled investment vehicles.
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.
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.
Consulting
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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CA
03/10/2021 - Present
Kera Capital Partners (SAN JOSE CA)
IL
05/28/2015 - 12/07/2020
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
CA
01/13/2014 - 05/06/2014
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
TN
03/14/2008 - 07/23/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MN
12/13/2006 - 03/10/2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CT
02/18/2005 - 12/14/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
TX
05/17/2004 - 02/07/2005
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
01/19/2004 - 05/12/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 03/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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