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PN

Paul P. Nieh

J.K. FINANCIAL SERVICES
Norco, CA 92860
Some features on this profile are disabled
CRD#: 1641129
PN

Professional summary


Paul Pao Tai Nieh is a registered financial professional currently at J.K. FINANCIAL SERVICES, INC. located in Norco, California.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1987. Paul has worked at 8 firms and has passed the SIE, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Paul Pao Tai Nieh's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 24, 2009 - Present

J.K. FINANCIAL SERVICES, INC.

Office #1: 149 Cross Rail Lane Ste. 102, Norco, CA 92860
BD
CRD#: 103728
Norco, CA
Past

June 10, 2008 - September 23, 2009

DOLPHIN SECURITIES, INC.

BD
CRD#: 10525
EL MONTE, CA
Past

February 20, 2003 - June 13, 2008

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
EL MONTE, CA
Past

February 15, 1995 - January 25, 2003

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

May 8, 1991 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

May 8, 1991 - June 1, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 29, 1987 - April 5, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 29, 1987 - April 5, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/8/2009)

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


JF
J.K. FINANCIAL SERVICES, INC.
HUA KANG SECURITIES, INC. | J.K. FINANCIAL SERVICES, INC. | J K FINANCIAL SERVICES, INC

CRD#: 103728 / SEC#: , 8-52214

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
149 Cross Rail Lane Ste. 102, Norco, CA 92860
Mailing Address
149 Cross Rail Lane Ste 102, Norco, CA 92860
Phone number
(714) 704-1818
Established
California since 10/20/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ZHENG, JOE JIANKANGCHIEF FINANCIAL OFFICER, SROP, CROP2318835
HO, LILY MEIXIAPRESIDENT, CEO, CCO4336165

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J.K. FINANCIAL SERVICES, INC.

CRD#: 103728Norco, CA 92860

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