Unclaimed
Young-ai Choi is a Registered Representative and Investment Advisor Representative with B. Riley Wealth Advisors, Inc. Young-ai has been in the securities industry since February 1980 and has extensive experience in providing financial advice to individuals, businesses, and institutions. Young-ai has a strong track record of success in helping clients reach their financial goals. Young-ai is committed to providing personalized financial advice and working with clients to develop a customized financial plan that meets their unique needs.
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.
1
2
NY
02/02/2024 - Present
B. Riley Wealth Advisors, Inc. (New York NY)
NY
04/16/2007 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
04/02/2007 - 04/23/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/09/1999 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
01/01/1993 - 11/22/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
05/26/1989 - 12/22/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/16/1980 - 06/17/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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