Unclaimed
Hwangmin Ki is an Investment Advisor Representative at Opes Wealth Management, LLC, which is a registered investment advisor with the Securities and Exchange Commission. Hwangmin Ki is registered to provide investment advisory services in California. The firm provides financial planning services and portfolio management for individuals and businesses. Hwangmin Ki has been working in the financial services industry since June 2009.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
01/31/2019 - Present
Opes Wealth Management, LLC (MENLO PARK CA)
IA
Issued 09/25/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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