Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Pak is an Investment Advisor Representative associated with Golden State Equity Partners, LLC. John has been in the financial services industry since 1996. John obtained the Series 6, Series 3, Series 63, and Series 65 licenses during their career. Currently, John is active in California as an Investment Advisor Representative. John also provides financial planning services to individuals and businesses.
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.
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.
Financial planning fees
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2
CA
09/16/2022 - Present
Golden State Equity Partners, LLC (SOUTH COAST METRO CA)
ME
09/23/2004 - 12/31/2006
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
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