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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yongsoo? Claim Your ProfileYongsoo Park is a registered representative with Equitable Advisors, LLC. Yongsoo has been in the financial services industry for over 20 years. Yongsoo's past experience includes working with American Express Financial Advisors Inc., IDS Life Insurance Company, AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Yongsoo is currently registered with the state of California, and has been approved by FINRA and the state of California. Yongsoo offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/04/2004 - Present
Equitable Advisors, LLC (LOS ANGELES CA)
MN
05/17/2000 - 03/30/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/17/2000 - 03/30/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/17/1998 - 05/11/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/17/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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