Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Suh is a financial advisor with over 30 years of experience in the industry. Jimmy is currently registered with PFG Advisors and holds Series 7, 9, 10, 24, 26, 63, and 66 securities licenses. He is also registered as an Investment Advisor Representative in California and Texas. Jimmy specializes in providing financial advice to individuals, corporations, and charitable organizations. He offers a range of services, including financial planning, portfolio management, and investment advisory services. In addition to his work at PFG Advisors, Jimmy is also a trainer for new advisors. Jimmy is committed to providing his clients with the highest level of service and expertise.
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.
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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CA
08/02/2021 - Present
PFG Advisors (Torrance CA)
CA
09/29/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LOS ANGELES CA)
CA
08/18/2017 - 10/16/2020
MIRAE ASSET WEALTH MANAGEMENT (USA) INC. (LOS ANGELES CA)
CA
04/03/2017 - 08/10/2017
CETERA ADVISOR NETWORKS LLC (FULLERTON CA)
CA
02/22/2012 - 12/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN BERNARDINO CA)
CA
09/09/2009 - 02/03/2012
WADDELL & REED, INC. (ONTARIO CA)
CA
07/15/2009 - 08/25/2009
LPL FINANCIAL CORPORATION (SAN BERNARDINO CA)
CA
03/03/2005 - 05/04/2009
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
CA
11/11/2003 - 02/28/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IL
08/21/1996 - 11/06/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
05/09/1995 - 08/21/1996
BHCM INC. (HOUSTON TX)
MN
08/21/1992 - 02/28/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/21/1992 - 02/28/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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