Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Junmo? Claim Your ProfileJunmo Ku is a financial advisor registered with Ni Advisors in Milpitas, CA. Junmo holds the Series 7 and Series 63 licenses. Junmo has been in the industry since 2013 and has worked with clients in California. Junmo specializes in providing financial planning, selection of other advisers, and portfolio management for individuals.
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.
Share fees with third party asset managers
1
2
CA
02/19/2016 - Present
NI Advisors (MILPITAS CA)
CA
05/22/2013 - 02/17/2015
AXA ADVISORS, LLC (LOS ANGELES CA)
BC
Issued 08/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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