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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yunsun? Claim Your ProfileYunsun Catherine Rhee is a financial advisor with over 25 years of experience in the industry. Yunsun is currently registered with Cetera Investment Advisers LLC, a firm with a strong track record of providing comprehensive financial planning and investment management services. Yunsun holds a Series 6, 7, and 66 license, reflecting her expertise in investment company products, general securities, and state securities laws. In addition to her role at Cetera Investment Advisers LLC, Yunsun is also a Board Member of the Gallo Center for the Arts and the Modesto Artists Movement.
OAKDALE, CA
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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CA
03/21/2024 - Present
Cetera Investment Advisers LLC (OAKDALE CA)
CA
06/26/2006 - 10/03/2016
INVESTORS CAPITAL CORP. (OAKDALE CA)
CA
02/04/1998 - 05/23/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)
MA
12/23/1996 - 01/15/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/23/1996 - 01/15/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 4/3/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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