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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sunghyun Choe is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Pasadena, California. Michael has been in the financial industry for over 10 years and is registered with the state of California as both a broker-dealer and an investment advisor. Michael specializes in providing financial advice to individuals, businesses, pension plans, and corporations. Michael has a wide range of experience in investment management, financial planning, and retirement planning. Michael also holds several professional designations, including the Series 7, Series 63, Series 65, and Series 66. Michael is committed to providing his clients with personalized financial advice that meets their individual needs and goals.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
05/16/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
CA
12/15/2014 - 05/23/2023
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
NA
06/18/1992 - 02/15/1994
DEAN WITTER REYNOLDS INC.
NA
08/12/1991 - 09/30/1991
F.N. WOLF & CO., INC.
BOTH
Issued 01/05/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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