Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Chon is a financial advisor with LPL Financial LLC in Honolulu, HI. Scott has been in the financial services industry since 2010 and holds licenses in both Broker-Dealer and Investment Advisor capacities. Scott has worked with a variety of financial institutions over the years, including Northwestern Mutual Investment Services, LLC, Morgan Stanley, and LPL Financial LLC. Scott's experience working with diverse financial institutions gives Scott a broad perspective on various financial strategies. Scott currently holds the Series 6, 7, 63, and 66 licenses. Scott is dedicated to providing personalized financial advice and helping clients achieve their financial 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.
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.
Consulting and other non-discretionary advisory services
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
HI
06/28/2017 - Present
LPL Financial LLC (HONOLULU HI)
HI
03/16/2016 - 06/26/2017
MORGAN STANLEY (HONOLULU HI)
HI
10/18/2011 - 09/24/2015
LPL FINANCIAL LLC (HONOLULU HI)
HI
01/28/2010 - 02/25/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HONOLULU HI)
BOTH
Issued 03/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Chon is the right advisor for you? Invested Better is here to help.
