Unclaimed
Jinhee Cho is a financial advisor with over 14 years of experience in the industry. Jinhee has worked with several reputable firms including Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, The Huntington Investment Company and is currently associated with Thrivent Investment Management Inc.. Jinhee holds a Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65 licenses. Jinhee specializes in providing financial advice to individuals, corporations and non-profit 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.
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.
1
2
MN
04/30/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
OH
06/01/2018 - 04/25/2024
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
11/22/2013 - 05/30/2018
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
11/11/2009 - 11/21/2013
WELLS FARGO ADVISORS, LLC (DUBLIN OH)
IA
Issued 03/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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