Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hee? Claim Your ProfileHee Sook Yang is an investment advisor representative with Oppenheimer & Co. Inc., based in Chicago, Illinois. Hee Sook has been in the securities industry since July 1991. Previously, Hee Sook was employed by Howe Barnes Investments, Inc., CITICORP INVESTMENT SERVICES, LEHMAN BROTHERS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Hee Sook holds Series 63, Series 65, Series 7, and SIE licenses and specializes in retirement planning, investment management, and financial planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
10/24/2024 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
02/11/1996 - 04/22/2004
HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)
NY
07/10/1993 - 01/24/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
07/01/1992 - 07/08/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/15/1991 - 06/23/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/15/1991 - 08/23/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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