Unclaimed
Wonhee Cho is a financial professional with over eight years of experience in the industry. Wonhee is currently registered with Peachtree P.C. Investors, LLC. Previously, Wonhee has held positions at PREFERRED CAPITAL SECURITIES, LLC, PEACHCAP SECURITIES, INC., and FIS BROKERAGE & SECURITIES SERVICES LLC. Wonhee has a wide range of experience, holding Series 7, 24, 57, 63, 79TO, 99TO, and SIE licenses.
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
GA
07/10/2023 - Present
Peachtree P.C. Investors, LLC (Atlanta GA)
GA
01/14/2019 - 09/14/2022
PREFERRED CAPITAL SECURITIES, LLC (Atlanta GA)
GA
10/02/2018 - 01/04/2019
PEACHCAP SECURITIES, INC. (ATLANTA GA)
IL
08/28/2014 - 10/01/2018
FIS BROKERAGE & SECURITIES SERVICES LLC (GENEVA IL)
BC
Issued 09/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/26/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2017
Series 57 - Securities Trader Exam
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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