Woongkee Min (CRD# 4471881) is an Investment Advisor Representative working at Stewards Asset Management in Fort Lee, NJ and has over 7 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stewards Asset Management LLC | New York, NY | Jul 2020 - Current | 3 |
| Porro & Co | Old Tappan, NJ | May 2015 - Jul 2020 | 5 |
| Career Transition Research | Fort Lee, NJ | Jul 2014 - Apr 2015 | < 1 |
| Wafra Investment Advisory | New York, NY | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
- NJ
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$59,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
CA, NJ
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