Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sung? Claim Your ProfileSung Won Choi is a financial professional with over 15 years of experience in the industry. Sung has a strong background in securities, having worked at various financial institutions, including Goldman, Sachs & Co. and Morgan Stanley & Co. Incorporated. Sung is currently registered with HSBC Securities (USA) Inc., where Sung provides investment advice and portfolio management services to a wide range of clients, including high-net-worth individuals and pooled investment vehicles. Sung holds a variety of licenses and certifications, including Series 3, 7, 55, and 63.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
05/20/2013 - Present
Hsbc Securities (usa) Inc. (San Francisco CA)
CA
03/03/2009 - 01/20/2010
WJB CAPITAL GROUP, INC. (SAN FRANCISCO CA)
CA
03/22/2007 - 02/13/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
NY
10/24/2000 - 12/06/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 05/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/07/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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