Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Yong Choi is a financial advisor with J.P. Morgan Securities LLC. Samuel has been in the industry since 2011 and has experience with several firms including Fidelity Brokerage Services LLC, Wells Fargo Clearing Services, LLC, OppenheimerFunds Distributor, Inc., and TIAA-CREF Individual & Institutional Services, LLC. Samuel holds Series 6, 7, 63, and 66 securities licenses and the SIE exam.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
10/01/2024 - Present
J.p. Morgan Securities LLC (GREENWOOD VILLAGE CO)
CO
06/08/2021 - 10/05/2023
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
01/02/2015 - 04/23/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
07/22/2014 - 12/16/2014
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
06/21/2011 - 06/26/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BOTH
Issued 09/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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