Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jai woo? Claim Your ProfileJai woo Park is a financial advisor with over 10 years of experience in the industry. Jai woo Park is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Prior to that, Jai woo Park was registered with MSI FINANCIAL SERVICES, INC. and AXA ADVISORS, LLC. Jai woo Park is licensed to provide investment advice and services in California and North Carolina. Jai woo Park has passed the Series 6, Series 63, and SIE exams. Jai woo Park specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (Los Angeles CA)
CA
06/02/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Los Angeles CA)
CA
12/13/2013 - 06/03/2014
AXA ADVISORS, LLC (LOS ANGELES CA)
BC
Issued 11/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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