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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jongdai? Claim Your ProfileJongdai Park is an active Registered Investment Advisor with over 19 years of experience in the financial services industry. Jongdai currently holds registrations in 21 states and provides financial services through Valmark Advisers, Inc. and Beauport Financial Services LLC. Jongdai's registration with Valmark Advisers, Inc. began in December 2014, and Jongdai has been registered with Beauport Financial Services LLC since March 2015. In addition to providing advisory services, Jongdai is also a Partner/Director of Planning for Beauport Financial Services LLC. Jongdai has experience working with various types of clients, including individuals, businesses, investment companies, and charitable organizations. Jongdai offers a variety of financial planning and investment advisory services, including portfolio management, financial planning, consulting, and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Consulting
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
MA
05/08/2024 - Present
Valmark Advisers, Inc. (GLOUCESTER MA)
MA
09/14/2004 - 01/11/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/14/2004 - 01/11/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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