Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Han Park is a registered representative with Citigroup Global Markets Inc. Kenneth has over 12 years of experience in the financial services industry. Kenneth's previous employers include UnionBanc Investment Services, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Investments, LLC. Kenneth has passed the Series 6, 7, and 63 examinations as well as the Securities Industry Essentials Examination. Kenneth is registered in California. Kenneth specializes in providing asset allocation advice, financial planning, pension consulting, portfolio management for businesses and individuals, publication of periodicals 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.
Asset allocation advice
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
CA
09/16/2024 - Present
Citigroup Global Markets Inc. (Westlake Village CA)
CA
07/30/2020 - 05/12/2023
UNIONBANC INVESTMENT SERVICES, LLC (CHATSWORTH CA)
CA
01/03/2011 - 05/08/2020
WELLS FARGO CLEARING SERVICES, LLC (ENCINO CA)
CA
03/10/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NORTH HOLLYWOOD CA)
BC
Issued 04/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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