Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jungtaek Park is an Investment Advisor Representative with Ameriprise Financial Services, LLC. James has been in the securities industry since January 2, 1998. James is a registered Investment Advisor Representative in California and a Registered Investment Advisor Representative with Residency in Texas. James is also a registered principal in 33 states and a registered Investment Advisor in 2 states. James has a Series 63, 65, 7, 9, 10, and 24 license and has passed the SIE exam. The firm provides financial planning and portfolio management services to a variety of clients, including individuals, businesses, and retirement plans.
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 services
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.
1
2
CA
03/12/2009 - Present
Ameriprise Financial Services, LLC (San Jose CA)
MN
03/01/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/12/1997 - 08/07/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/30/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Park is the right advisor for you? Invested Better is here to help.
