Unclaimed
Kwanghyon Park is a financial advisor with Wells Fargo Clearing Services, LLC. Kwanghyon has been in the financial services industry since August 2005. Kwanghyon is registered in California, Nevada, New Jersey, New York, and Pennsylvania. Kwanghyon previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Kwanghyon holds the Series 7, Series 31, Series 66, and SIE licenses. Kwanghyon specializes in providing financial planning, portfolio management, and investment consulting services to both individuals and businesses. Kwanghyon also provides financial planning and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
1
2
CA
07/02/2019 - Present
Wells Fargo Clearing Services, LLC (PALO ALTO CA)
CA
12/08/2006 - 07/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
CA
08/10/2005 - 12/12/2006
MORGAN STANLEY DW INC. (BURLINGAME CA)
BOTH
Issued 08/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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