Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khoi? Claim Your ProfileKhoi Bui is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Khoi has been in the financial services industry since 2005 and has a proven track record of helping clients achieve their financial goals. Khoi has extensive experience working with individuals, families, and businesses, providing comprehensive financial planning, investment management, and retirement planning services. Khoi is committed to providing personalized advice and exceptional customer service, working closely with clients to understand their unique needs and objectives. In addition to his experience with Edward Jones, Khoi has also worked with several other prominent firms in the industry, including Charles Schwab & Co., Inc. and Fidelity Investments. Khoi holds several licenses and certifications, including the Series 7 and 63 licenses, as well as the Certified Financial Planner designation.
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.
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.
See schedule d - miscellaneous
1
2
HI
10/10/2022 - Present
Edward Jones (Honolulu HI)
CA
01/25/2021 - 09/03/2021
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
CA
03/22/2019 - 09/03/2021
NATIONAL FINANCIAL SERVICES LLC (SAN FRANCISCO CA)
CA
07/13/2015 - 11/13/2018
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
05/25/2005 - 08/01/2013
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
IA
Issued 07/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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