Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Woo sik? Claim Your ProfileWoo sik Shin is a financial advisor with Morgan Stanley & Co. LLC, located in Menlo Park, CA. Woo sik has been in the industry since 2015. He has a strong background in investment banking, having worked previously at QATALYST PARTNERS LP and BARCLAYS CAPITAL INC. Woo sik is a licensed Series 79, Series 79TO and Series 63 representative. He has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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
CA
06/18/2024 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
CA
11/14/2022 - 06/10/2024
QATALYST PARTNERS LP (SAN FRANCISCO CA)
CA
08/03/2015 - 08/25/2017
BARCLAYS CAPITAL INC. (MENLO PARK CA)
BC
Issued 10/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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