Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Jin Sunwoo is a financial advisor at AllianceBernstein LP. Joseph has been in the financial services industry since 2009. Joseph specializes in providing financial planning and investment management services to high-net-worth individuals, families, and institutions. Joseph is a Certified Financial Planner and has earned the Series 6, Series 7, Series 63, and Series 65 licenses. Joseph has previously worked at Capital Group - American Funds Distributors, Inc., Franklin Templeton, and Franklin/Templeton Distributors, Inc..
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.
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.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
01/26/2024 - Present
Alliancebernstein LP (Bellevue WA)
CA
04/24/2023 - 01/05/2024
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CA
07/07/2021 - 04/12/2023
FRANKLIN DISTRIBUTORS, LLC (Rancho Cordova CA)
CA
08/27/2019 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
05/21/2014 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
01/01/2009 - 05/09/2014
AMERICAN FUNDS DISTRIBUTORS, INC. (IRVINE CA)
IA
Issued 01/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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