Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Choi is a financial advisor who has been working in the industry since 2009. John is currently registered with Fidelity Personal And Workplace Advisors. John's previous employers include LPL Financial LLC, CETERA INVESTMENT SERVICES LLC, NATIONAL PLANNING CORPORATION, and FINANCIAL NETWORK INVESTMENT CORPORATION. John has passed the Series 63, Series 66, Series 4, Series 7, and Series 24 exams. John holds licenses in all 50 states as well as the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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
CA
06/21/2022 - Present
Fidelity Personal AND Workplace Advisors (CARLSBAD CA)
CA
01/10/2018 - 02/28/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
07/16/2014 - 05/02/2017
CETERA INVESTMENT SERVICES LLC (PASADENA CA)
CA
11/03/2011 - 07/17/2014
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
04/23/2008 - 04/19/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 12/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/18/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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