Unclaimed
William Kwon is a financial professional with over 15 years of experience in the industry. William is currently registered with Riversource Distributors, Inc. and holds the Series 6, SIE and Series 7TO licenses. William previously worked at PACIFIC SELECT DISTRIBUTORS, LLC.
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.
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.
1
2
MN
01/14/2022 - Present
Riversource Distributors, Inc. (Minneapolis MN)
CA
12/04/2007 - 11/03/2020
PACIFIC SELECT DISTRIBUTORS, LLC (ALISO VIEJO CA)
BC
Issued 08/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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