Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yoojung? Claim Your ProfileYoojung Choi-olandese is an investment advisor representative who has been working in the financial services industry for 9 years. Yoojung Choi-olandese is currently registered with Charles Schwab & CO., Inc. in Phoenix, AZ. Yoojung Choi-olandese is licensed to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Yoojung Choi-olandese holds the Series 7, Series 63, and SIE securities licenses and is also a registered investment advisor. Yoojung Choi-olandese specializes in providing financial planning services and referring clients to other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
08/04/2014 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 09/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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