Joseph Choi, financial advisor Torrance CA
93 score

Joseph Choi

CRD Number: 5587363
Current Firm: Unionbanc Investment Services, LLC

Joseph Choi (CRD# 5587363) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Torrance, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Bellflower, CA Nov 2013 - Current 3
Union Bank Bellflower, CA Sep 2013 - Current 3
Wells Fargo Bank Fountain Valley, CA Jun 2009 - Sep 2013 4
Wells Fargo Advisors LLC Fountain Valley, CA Jun 2008 - Jun 2009 1
Wells Fargo Bank Fountain Valley, CA Mar 2005 - Jun 2008 3
California State University Long Beach Long Beach, CA Jun 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Joseph W. Choi
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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