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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sar kun? Claim Your ProfileSar Kun Moy is a financial advisor with over 10 years of experience in the financial industry. Sar Kun is registered with Morgan Stanley and has a strong track record of helping clients reach their financial goals. Sar Kun specializes in financial planning, portfolio management, and investment advice. Sar Kun is committed to providing personalized service and guidance to clients. Sar Kun has previously worked with PARK AVENUE SECURITIES LLC. Sar Kun holds a Series 66 and Series 7 licenses and is a registered representative with FINRA. Sar Kun is a member of the Chinese Chamber of Commerce of Hawaii and is committed to serving the community.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
HI
12/04/2020 - Present
Morgan Stanley (Honolulu HI)
HI
12/03/2013 - 09/14/2016
PARK AVENUE SECURITIES LLC (HONOLULU HI)
BOTH
Issued 02/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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