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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 Cetera Investment Advisers LLC. She has been in the industry since February 1997 and is licensed to provide investment advice in California and Texas. Yunsun Catherine Rhee specializes in helping individuals and families with their financial planning needs. She is also experienced in working with retirement plans, business owners, and charitable organizations. Yunsun Catherine Rhee is a committed professional who is dedicated to providing her clients with the highest level of service.
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 04/03/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1998
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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