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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Namhee? Claim Your ProfileNamhee Park is a financial advisor with Kingswood Wealth Advisors, LLC. Namhee has been working in the financial services industry since 2017. Namhee is registered with the state of California and holds Series 7, Series 63, Series 65, and SIE licenses. Namhee also holds a registration with FINRA. Namhee has experience working with individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Namhee's specialties include portfolio management, financial planning, and pension consulting. Namhee is also an active member of the Korean American Chamber of Commerce of Orange County and Yonsei Global CEO Association.
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.
Hourly consulting
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
08/22/2023 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
CA
02/05/2019 - 10/01/2021
MIRAE ASSET WEALTH MANAGEMENT (USA) INC. (LOS ANGELES CA)
MI
04/02/2018 - 01/29/2019
MML INVESTORS SERVICES, LLC (Troy MI)
MI
07/06/2017 - 03/27/2018
NYLIFE SECURITIES LLC (SOUTHFIELD MI)
IA
Issued 01/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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