Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Shaun Choy is a registered Investment Advisor Representative with Sound Income Strategies, LLC, based in San Jose, California. Stuart is a highly experienced financial professional with a diverse background and a proven track record of success. Stuart is committed to providing personalized financial guidance and investment strategies tailored to each client's unique needs and goals. With a deep understanding of the financial markets and a dedication to client satisfaction, Stuart is a trusted advisor for individuals, families, and businesses. Stuart specializes in areas including Retirement Planning, Investment Management, and Financial Planning. Stuart has held previous positions with Puritan Brokerage Services, Inc., UnionBanc Investment Services, LLC, and Wells Fargo Investments, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
05/12/2023 - Present
Sound Income Strategies, LLC (San Jose CA)
TX
08/16/2016 - 06/19/2019
PURITAN BROKERAGE SERVICES, INC. (PLANO TX)
TX
09/17/2012 - 11/05/2014
PURITAN BROKERAGE SERVICES, INC. (PLANO TX)
CA
04/28/2010 - 09/03/2010
UNIONBANC INVESTMENT SERVICES, LLC (ORINDA CA)
CA
03/19/2009 - 09/14/2009
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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