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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Choi Pak is a financial advisor with Creative Planning. James has been in the financial services industry since 2012. James has a Series 6, 7, and 66 license, as well as the SIE exam. James is also a Certified Financial Planner. Prior to joining Creative Planning, James worked at UBS Financial Services Inc. and J.P. Morgan Securities LLC. James specializes in providing financial planning and investment advice to individuals, families, businesses, and charitable organizations. James is committed to helping clients achieve their financial goals and to providing them with the highest level of service.
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.
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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2
KS
10/08/2018 - Present
Creative Planning (OVERLAND PARK KS)
CA
04/29/2016 - 08/15/2018
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
CA
11/21/2012 - 04/28/2016
J.P. MORGAN SECURITIES LLC (REDONDO BEACH CA)
BOTH
Issued 06/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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