Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sung? Claim Your ProfileSung Bin joseph Park is an investment advisor representative with Burnham Gibson Wealth Advisors, LLC, a firm with over 320 clients and $4.8 billion in assets under management. Sung Bin joseph Park has been in the industry for over 17 years and is registered in California as a Registered Investment Advisor. Sung Bin joseph Park has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Sung Bin joseph Park also provides educational seminars and selection of other advisors services.
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.
Value of plan assets
1
2
FL
03/12/2021 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
CA
05/12/2003 - 04/10/2007
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
07/05/2001 - 04/23/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
01/12/2000 - 07/03/2001
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
MA
05/25/1999 - 01/27/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MN
03/11/1999 - 04/14/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 10/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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