Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seok? Claim Your ProfileSeok Jo is a financial advisor with over 20 years of experience in the financial services industry. Seok currently works at Osaic Wealth, Inc., where he provides financial planning and investment management services to a wide range of clients. Seok also serves as President of STS Wealth Management, Inc., a fee-based asset management and financial planning firm. Seok holds a variety of licenses and designations, including the Series 7, Series 63, and Series 65 licenses, as well as the Certified Financial Planner designation. Seok is committed to providing clients with personalized financial advice and guidance to help them 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.
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
09/14/2015 - Present
Osaic Wealth, Inc. (BEVERLY HILLS CA)
CA
09/29/2004 - 09/24/2007
LORING WARD SECURITIES INC. (LOS ANGELES CA)
AZ
01/15/2004 - 05/21/2004
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
NY
12/05/2000 - 02/14/2002
AXA ADVISORS, LLC (NEW YORK NY)
CA
03/23/2000 - 12/01/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
07/26/1999 - 04/19/2000
ASSET PLANNING SOLUTIONS, INC. (SAN DIEGO CA)
CA
08/19/1998 - 10/08/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
08/19/1998 - 07/12/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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