Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sungki? Claim Your ProfileSungki Lynn Leemaster is a financial advisor with over 25 years of experience in the financial industry. Sungki is currently registered with Osaic Wealth, Inc. in Ohio. Sungki has previously worked with several other firms including Lincoln Investment, Sterne Agee Financial Services, Inc., WRP Investments, Inc., First Montauk Securities Corp. and UBS Financial Services Inc. Sungki holds licenses for both securities and investment advisory services. Sungki specializes in working with individuals, businesses, and institutional clients. Sungki also has experience working with charitable organizations and pension and profit-sharing plans.
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
OH
08/30/2016 - Present
Osaic Wealth, Inc. (AKRON OH)
OH
02/08/2016 - 09/01/2016
LINCOLN INVESTMENT (Akron OH)
OH
09/12/2014 - 02/04/2016
STERNE AGEE FINANCIAL SERVICES, INC. (Akron OH)
OH
02/15/2006 - 09/12/2014
WRP INVESTMENTS, INC. (UNION TOWN OH)
OH
11/17/2003 - 02/16/2006
FIRST MONTAUK SECURITIES CORP. (UNIONTOWN OH)
NJ
08/27/2002 - 11/26/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/13/1997 - 08/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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