Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jong? Claim Your ProfileJong Sook Oh is a financial advisor at Mariner Independent and has been in the industry since November 6, 1986. Jong Sook has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jong Sook provides financial planning, pension consulting, and portfolio management services. Jong Sook is registered with FINRA and the state of Pennsylvania.
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.
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
PA
02/16/2023 - Present
Mariner Independent (Blue Bell PA)
PA
10/19/2000 - 02/16/2023
FSC SECURITIES CORPORATION (BLUE BELL PA)
TX
10/04/2000 - 10/18/2000
NFP SECURITIES, INC. (AUSTIN TX)
NY
09/12/1986 - 08/08/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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