Unclaimed
Hyeon Kang is a financial advisor with over 20 years of experience in the industry. Hyeon is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with Morgan Stanley and UBS Financial Services Inc. Hyeon has a broad range of experience in financial planning and portfolio management for individuals, businesses, and institutional clients. Hyeon holds the Series 66 and Series 7 licenses. In addition to Hyeon's professional experience, Hyeon is also actively involved in the community.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
08/12/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
WA
06/01/2009 - 08/07/2015
MORGAN STANLEY (BELLEVUE WA)
WA
05/11/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SEATTLE WA)
WA
05/06/2002 - 05/25/2007
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
BOTH
Issued 5/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Hyeon Kang is the right advisor for you? Invested Better is here to help.