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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you To? Claim Your ProfileTo Hun Pak is a financial advisor with over 20 years of experience in the industry. To Hun Pak is currently registered with Morgan Stanley and has been with the firm since July 2016. Prior to that, To Hun Pak was a financial advisor with UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Key Investment Services LLC. To Hun Pak is registered in 31 states and specializes in providing financial advice to individuals, families, and 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
04/23/2020 - Present
Morgan Stanley (Boulder CO)
CO
10/13/2011 - 07/12/2016
UBS FINANCIAL SERVICES INC. (BOULDER CO)
CO
06/01/2009 - 10/28/2011
MORGAN STANLEY SMITH BARNEY (BOULDER CO)
CO
04/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOULDER CO)
CO
01/03/2006 - 11/21/2006
KEY INVESTMENT SERVICES LLC (BOULDER CO)
OH
12/18/2000 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 07/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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