Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nam? Claim Your ProfileNam Soo Choi is a registered investment advisor representative with Charles Schwab & CO., Inc. Nam Soo Choi has been in the financial services industry for over 20 years. Nam Soo Choi is licensed in 53 states and the District of Columbia. Nam Soo Choi is registered with the Financial Industry Regulatory Authority (FINRA) and is also a registered Investment Advisor in Colorado. Nam Soo Choi provides services such as financial planning and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/08/2006 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BOTH
Issued 02/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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