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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Han Choi is an investment advisor representative who has been in the financial industry since 1993. Kevin is currently registered with Eagle Strategies LLC in California. Kevin specializes in advising high-net-worth individuals, charitable organizations, and corporations. Kevin offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Prior to joining Eagle Strategies LLC, Kevin was registered with EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. Kevin holds Series 6, 7, 24, 26, 63, and 65 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
09/05/2013 - Present
Eagle Strategies LLC (SAN FRANCISCO CA)
NY
01/04/1993 - 01/31/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/04/1993 - 01/31/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 9/4/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/11/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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