Unclaimed
Haerok Yoon is a financial advisor with MML Investors Services, LLC. Haerok has over 20 years of experience in the financial services industry. Haerok is registered with FINRA and has passed several exams including the Series 6, Series 7, and Series 63 exams. Haerok offers a variety of financial services including financial planning, portfolio management, pension consulting, and asset allocation programs. Haerok has previously worked at MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Haerok is a member of the Massachusetts Mutual Life Insurance Company, where they have worked since July 2016. Haerok has a history of working in Jackson Heights, NY. Haerok is also an insurance agent for a fixed insurance company.
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 programs
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.
Solicitors fees
1
2
NY
08/24/2020 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
06/10/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LONG ISLAND CITY NY)
NY
06/10/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FLUSHING NY)
BC
Issued 6/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 5/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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