Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaeseung? Claim Your ProfileJaeseung Chang is a financial advisor currently working with Hightower Advisors, LLC. Jaeseung has been in the industry since 2016, and their background includes experience at Northwestern Mutual Investment Services, LLC, Kaizen Financial Advisors, LLC, and Highland Private Wealth Management. Jaeseung holds the Series 6, Series 63, and SIE licenses, and is a Certified Financial Planner. Jaeseung provides a wide range of financial services to individual and business clients, including financial planning, portfolio management, and selection of other advisors.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
WA
09/30/2022 - Present
Hightower Advisors, LLC (Bellevue WA)
WA
03/31/2016 - 02/22/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BELLEVUE WA)
BC
Issued 07/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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