Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ik? Claim Your ProfileIk Jun Choi is a financial advisor with over a decade of experience in the industry. Ik Jun Choi is currently registered with the state of California as an Investment Advisor Representative, and is a part of the team at Pasadena Private Wealth, LLC. Previously, Ik Jun Choi has worked at other firms including Pensionmark Securities, LLC, Purshe Kaplan Sterling Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ik Jun Choi holds a number of professional licenses including Series 7, Series 9, Series 10, Series 66 and Series 99TO.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/01/2019 - Present
Pasadena Private Wealth, LLC (PASADENA CA)
CA
05/18/2020 - 05/02/2024
PENSIONMARK SECURITIES, LLC (Pasadena CA)
CA
05/18/2018 - 05/18/2020
PURSHE KAPLAN STERLING INVESTMENTS (Pasadena CA)
CA
12/14/2010 - 05/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
BOTH
Issued 01/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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