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Yeewing Enid Choi

Integral Financial LLC

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About Yeewing Enid Choi

Yeewing Enid Choi is a registered representative at Integral Financial LLC. Yeewing has been in the securities industry since 1999 and is currently licensed in California, Nevada, and Texas. Yeewing specializes in providing financial planning, portfolio management for individuals and businesses, and investment advisory services.

Firm Information

Yeewing Choi is currently registered with Integral Financial LLC. Integral Financial LLC is a Limited Liability Company registered in California, Nevada, and Texas, established in February 2002. The firm provides financial planning and portfolio management for individuals and businesses, offering a range of services to help clients reach their financial goals. With over a decade of experience, Integral Financial LLC is dedicated to providing personalized investment advice and building long-term relationships with their clients.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yeewing Choi’s Registration & Firm History

CA

06/17/2003 - Present

Integral Financial LLC (SAN JOSE CA)

CA

07/22/2009 - 04/28/2010

MAIA SECURITIES, INC. (YORBA LINDA CA)

CA

07/31/2000 - 11/27/2002

WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)

CA

09/01/1998 - 07/31/2000

THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 04/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2020

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/19/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/27/2001

Series 4 - Registered Options Principal Examination

BC

Issued 08/26/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Yeewing Enid Choi. Review regulatory record here.
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