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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juyoung? Claim Your ProfileJuyoung Oh is a financial advisor who is registered with Alliancebernstein LP, a firm based in Nashville, Tennessee. Juyoung is a Certified Financial Planner and has a long history of working with clients to help them reach their financial goals. Juyoung has previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. in Dallas, TX. Juyoung has a proven track record of success in the financial services industry, and is committed to providing their clients with the highest level of service and expertise.
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.
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2
TX
01/25/2022 - Present
Alliancebernstein LP (DALLAS TX)
TX
01/04/2021 - 02/04/2022
GOLDMAN SACHS & CO. LLC (DALLAS TX)
TX
08/12/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
CA
02/21/2019 - 07/30/2019
NYLIFE SECURITIES LLC (IRVINE CA)
IA
Issued 09/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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