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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thaweechai? Claim Your ProfileThaweechai Kungwankrai is an investment advisor representative with Gold Coast Securities, Inc. and has over 15 years of experience in the financial industry. Thaweechai holds a Series 6, 7, 63 and 66 licenses and specializes in providing financial planning, pension consulting, educational seminars, market timing services, and portfolio management for both businesses and individuals. Thaweechai has worked in the financial industry since 2007 and has previously worked for AIG Financial Advisors, Inc. in Los Angeles, CA. Thaweechai is also involved in other business activities, including working as a registered nurse and providing independent consulting services for various businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/12/2009 - Present
Gold Coast Securities, Inc. (THOUSAND OAKS CA)
CA
09/27/2007 - 11/18/2008
AIG FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
BOTH
Issued 01/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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